Filed June 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,274 | $52,293+32.5% | $178,499-61.2% | $73,412-5.6% |
| Participation rate | 39.3% | 65.3%-26.0pp | 81.9%-42.6pp | 72.2%-32.9pp |
| Annual return | 13.86% | 34.75%-20.9pp | 151.10%-137.2pp | 59.30%-45.4pp |
| Employer contribution / active EE | $513 | $1,735-70.5% | $5,011-89.8% | $2,234-77.1% |
| Participant deferral / active EE | $1,417 | $2,332-39.3% | $5,202-72.8% | $3,806-62.8% |
| Admin fee / account holder | $245 | $127+92.1% | $13,986-98.3% | $158+54.9% |