Filed June 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,600 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,736 | $47,135+47.9% | $149,717-53.4% | $74,440-6.3% |
| Participation rate | 35.6% | 63.4%-27.8pp | 78.8%-43.2pp | 70.7%-35.1pp |
| Annual return | 18.16% | 22.75%-4.6pp | 134.41%-116.2pp | 34.37%-16.2pp |
| Employer contribution / active EE | $518 | $1,906-72.8% | $4,820-89.3% | $2,638-80.4% |
| Participant deferral / active EE | $1,408 | $2,728-48.4% | $5,682-75.2% | $4,529-68.9% |
| Admin fee / account holder | $265 | $343-22.8% | $13,213-98.0% | $348-23.9% |