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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,706 | $81,474-78.3% | $133,971-86.8% | $73,493-75.9% |
| Participation rate | 35.1% | 76.4%-41.3pp | 79.8%-44.8pp | 70.7%-35.6pp |
| Annual return | 277.52% | 19.40%+258.1pp | 45.09%+232.4pp | 28.51%+249.0pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,087 | $3,786-44.9% | $5,047-58.6% | $3,740-44.2% |
| Admin fee / account holder | $210 | $713-70.5% | $8,929-97.6% | $513-59.0% |