Filed June 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,480 |
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).
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 | $61,718 | $46,332+33.2% | $143,799-57.1% | $64,819-4.8% |
| Participation rate | 39.2% | 64.2%-25.1pp | 80.3%-41.1pp | 71.5%-32.3pp |
| Annual return | -13.52% | -10.05%-3.5pp | -0.04%-13.5pp | 32.84%-46.4pp |
| Employer contribution / active EE | $508 | $1,911-73.4% | $4,952-89.7% | $2,507-79.7% |
| Participant deferral / active EE | $1,464 | $2,647-44.7% | $5,638-74.0% | $4,311-66.0% |
| Admin fee / account holder | $282 | $154+83.0% | $14,677-98.1% | $188+49.9% |