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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $5,031 | $28,109-82.1% | $71,086-92.9% | $56,287-91.1% |
| Participation rate | 42.7% | 40.4%+2.3pp | 54.7%-12.0pp | 69.9%-27.2pp |
| Annual return | -9.64% | -615.05%+605.4pp | 650.59%-660.2pp | -9.96%+0.3pp |
| Employer contribution / active EE | $177 | $558-68.3% | $1,088-83.7% | $2,111-91.6% |
| Participant deferral / active EE | $845 | $1,116-24.2% | $1,874-54.9% | $3,350-74.8% |
| Admin fee / account holder | $63 | $585-89.2% | $3,082-98.0% | $521-87.9% |