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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $7,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,304 | $55,002-74.0% | $59,899-76.1% | $56,289-74.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 74.7%-8.0pp | 69.9%-3.2pp |
| Annual return | 5.89% | 1.13%+4.8pp | 3.46%+2.4pp | -9.96%+15.8pp |
| Employer contribution / active EE | $5,229 | $2,448+113.6% | $2,723+92.0% | $2,111+147.7% |
| Participant deferral / active EE | $2,395 | $3,121-23.3% | $3,402-29.6% | $3,350-28.5% |
| Admin fee / account holder | $21 | $236-90.9% | $3,592-99.4% | $521-95.9% |