Filed June 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,282 | $62,928+2.2% | $172,752-62.8% | $67,579-4.9% |
| Participation rate | 38.3% | 64.5%-26.1pp | 82.6%-44.3pp | 71.3%-33.0pp |
| Annual return | 17.47% | 30.36%-12.9pp | 802.97%-785.5pp | 378.56%-361.1pp |
| Employer contribution / active EE | $535 | $1,636-67.3% | $5,144-89.6% | $2,148-75.1% |
| Participant deferral / active EE | $1,526 | $2,145-28.9% | $5,198-70.6% | $3,539-56.9% |
| Admin fee / account holder | $232 | $167+39.0% | $13,955-98.3% | $142+62.7% |