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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $207,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,459 | $40,278+72.5% | $80,669-13.9% | $80,187-13.4% |
| Participation rate | 51.6% | 47.5%+4.0pp | 67.0%-15.4pp | 72.9%-21.4pp |
| Annual return | 12.42% | 50.86%-38.4pp | 937.61%-925.2pp | 40.40%-28.0pp |
| Employer contribution / active EE | $1,944 | $1,332+45.9% | $2,724-28.6% | $2,980-34.8% |
| Participant deferral / active EE | $3,476 | $2,696+28.9% | $4,444-21.8% | $5,016-30.7% |
| Admin fee / account holder | $57 | $210-73.1% | $5,384-98.9% | $145-60.9% |