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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $9,824 | $46,732-79.0% | $156,551-93.7% | $55,167-82.2% |
| Participation rate | 29.6% | 65.8%-36.2pp | 84.0%-54.4pp | 69.0%-39.4pp |
| Annual return | 9.81% | 17.72%-7.9pp | 32.23%-22.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $180 | $2,105-91.5% | $5,501-96.7% | $1,963-90.8% |
| Participant deferral / active EE | $1,239 | $2,204-43.8% | $4,871-74.6% | $3,054-59.4% |
| Admin fee / account holder | $82 | $418-80.3% | $13,028-99.4% | $504-83.6% |