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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,728 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,650 | $55,453-73.6% | $170,435-91.4% | $62,293-76.5% |
| Participation rate | 61.7% | 66.4%-4.7pp | 83.6%-21.9pp | 69.5%-7.8pp |
| Annual return | 16.80% | 21.38%-4.6pp | 205.94%-189.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $181 | $2,164-91.6% | $5,432-96.7% | $2,042-91.1% |
| Participant deferral / active EE | $1,140 | $2,303-50.5% | $4,939-76.9% | $3,169-64.0% |
| Admin fee / account holder | $77 | $455-83.0% | $13,881-99.4% | $479-83.9% |