Filed August 28, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $140,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,408 | $82,783+28.5% | $133,959-20.6% | $90,274+17.9% |
| Participation rate | 53.2% | 81.3%-28.1pp | 79.8%-26.7pp | 73.4%-20.2pp |
| Annual return | 14.48% | 21.89%-7.4pp | 45.09%-30.6pp | 53.97%-39.5pp |
| Employer contribution / active EE | $3,325 | $2,388+39.2% | $3,919-15.1% | $2,523+31.8% |
| Participant deferral / active EE | $2,186 | $4,291-49.1% | $5,047-56.7% | $4,231-48.3% |
| Admin fee / account holder | $140 | $93+50.3% | $8,928-98.4% | $114+22.3% |