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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,703 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,801 | $66,124-80.6% | $90,440-85.8% | $73,493-82.6% |
| Participation rate | 42.4% | 69.7%-27.3pp | 72.7%-30.3pp | 70.7%-28.3pp |
| Annual return | 16.69% | 17.65%-1.0pp | 1294.38%-1277.7pp | 28.51%-11.8pp |
| Employer contribution / active EE | $214 | $2,346-90.9% | $3,263-93.5% | $2,270-90.6% |
| Participant deferral / active EE | $886 | $3,039-70.9% | $3,964-77.7% | $3,740-76.3% |
| Admin fee / account holder | $124 | $396-68.6% | $5,615-97.8% | $513-75.7% |