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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $13,446 |
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).
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 | $26,565 | $67,512-60.7% | $185,849-85.7% | $93,010-71.4% |
| Participation rate | 19.2% | 67.1%-48.0pp | 81.7%-62.5pp | 73.9%-54.7pp |
| Annual return | 13.72% | 21.04%-7.3pp | 122.10%-108.4pp | 158.70%-145.0pp |
| Employer contribution / active EE | $229 | $1,783-87.2% | $5,169-95.6% | $2,705-91.5% |
| Participant deferral / active EE | $700 | $3,035-76.9% | $5,569-87.4% | $4,561-84.7% |
| Admin fee / account holder | $41 | $318-87.2% | $16,244-99.7% | $152-73.2% |