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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,888 |
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 | $6,510 | $31,679-79.4% | $74,722-91.3% | $65,185-90.0% |
| Participation rate | 55.2% | 40.4%+14.9pp | 54.5%+0.8pp | 70.2%-15.0pp |
| Annual return | 27.58% | 39.04%-11.5pp | 753.11%-725.5pp | 29.38%-1.8pp |
| Employer contribution / active EE | $237 | $566-58.1% | $1,084-78.1% | $2,177-89.1% |
| Participant deferral / active EE | $1,273 | $1,191+6.9% | $1,963-35.2% | $3,514-63.8% |
| Admin fee / account holder | $75 | $379-80.2% | $3,335-97.8% | $847-91.2% |