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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,338 | $64,286-63.7% | $90,965-74.3% | $73,412-68.2% |
| Participation rate | 12.5% | 63.6%-51.1pp | 69.0%-56.6pp | 72.2%-59.7pp |
| Annual return | 29.71% | 21.46%+8.2pp | 134.57%-104.9pp | 59.30%-29.6pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $707 | $2,453-71.2% | $3,373-79.1% | $3,806-81.4% |
| Admin fee / account holder | $286 | $287-0.4% | $5,960-95.2% | $158+81.0% |