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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,387 |
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 | $5,288 | $35,986-85.3% | $77,552-93.2% | $73,497-92.8% |
| Participation rate | 65.5% | 40.8%+24.7pp | 54.2%+11.3pp | 70.7%-5.2pp |
| Annual return | 20.31% | 19.26%+1.1pp | 54.82%-34.5pp | 28.51%-8.2pp |
| Employer contribution / active EE | $216 | $557-61.3% | $987-78.2% | $2,270-90.5% |
| Participant deferral / active EE | $844 | $1,198-29.5% | $1,861-54.6% | $3,740-77.4% |
| Admin fee / account holder | $62 | $466-86.7% | $2,859-97.8% | $513-87.9% |