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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,435 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,232 | $30,555-82.9% | $80,741-93.5% | $86,821-94.0% |
| Participation rate | 44.9% | 37.2%+7.7pp | 54.2%-9.2pp | 72.3%-27.3pp |
| Annual return | 54.23% | 30.35%+23.9pp | 87.30%-33.1pp | 97.94%-43.7pp |
| Employer contribution / active EE | $170 | $472-63.9% | $1,160-85.3% | $2,406-92.9% |
| Participant deferral / active EE | $483 | $1,050-54.0% | $2,145-77.5% | $4,132-88.3% |
| Admin fee / account holder | $53 | $135-60.6% | $3,380-98.4% | $170-68.5% |