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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $37,359 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,372 |
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 | $66,175 | $93,131-28.9% | $106,555-37.9% | $86,821-23.8% |
| Participation rate | 68.9% | 81.4%-12.5pp | 76.1%-7.2pp | 72.3%-3.4pp |
| Annual return | 18.29% | 19.45%-1.2pp | 26.80%-8.5pp | 97.94%-79.6pp |
| Employer contribution / active EE | $1,164 | $2,895-59.8% | $2,819-58.7% | $2,406-51.6% |
| Participant deferral / active EE | $3,240 | $4,708-31.2% | $4,399-26.3% | $4,132-21.6% |
| Admin fee / account holder | $198 | $145+36.5% | $7,408-97.3% | $170+16.8% |