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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $2,285 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,195 | $91,167-82.2% | $178,498-90.9% | $79,858-79.7% |
| Participation rate | 35.4% | 69.2%-33.8pp | 81.9%-46.6pp | 69.6%-34.3pp |
| Annual return | 3.92% | 24.19%-20.3pp | 151.09%-147.2pp | 31.72%-27.8pp |
| Employer contribution / active EE | $765 | $3,255-76.5% | $5,011-84.7% | $2,471-69.0% |
| Participant deferral / active EE | $862 | $3,236-73.4% | $5,202-83.4% | $3,740-77.0% |
| Admin fee / account holder | $34 | $6,747-99.5% | $13,985-99.8% | $5,306-99.4% |