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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,515 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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 | $6,680 | $54,573-87.8% | $90,970-92.7% | $73,493-90.9% |
| Participation rate | 25.8% | 61.2%-35.3pp | 69.0%-43.2pp | 70.7%-44.8pp |
| Annual return | 24.58% | 16.69%+7.9pp | 134.58%-110.0pp | 28.51%-3.9pp |
| Employer contribution / active EE | $329 | $991-66.9% | $2,122-84.5% | $2,270-85.5% |
| Participant deferral / active EE | $614 | $2,517-75.6% | $3,373-81.8% | $3,740-83.6% |
| Admin fee / account holder | $88 | $521-83.2% | $5,960-98.5% | $513-82.9% |