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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $100 |
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.
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 | $30,146 | $65,453-53.9% | $86,698-65.2% | $66,938-55.0% |
| Participation rate | 18.0% | 75.5%-57.4pp | 76.6%-58.6pp | 69.8%-51.8pp |
| Annual return | -18.46% | -10.89%-7.6pp | 35.95%-54.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $827 | $4,102-79.8% | $4,656-82.2% | $4,238-80.5% |
| Admin fee / account holder | $3 | $642-99.6% | $7,493-100.0% | $594-99.5% |