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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $64,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,479 | $102,661-50.8% | $151,639-66.7% | $66,938-24.6% |
| Participation rate | 57.4% | 85.5%-28.1pp | 87.5%-30.1pp | 69.8%-12.4pp |
| Annual return | -17.27% | -10.81%-6.5pp | 3.34%-20.6pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,071 | $4,184-50.5% | $6,165-66.4% | $2,545-18.6% |
| Participant deferral / active EE | $3,928 | $6,645-40.9% | $8,363-53.0% | $4,238-7.3% |
| Admin fee / account holder | $596 | $630-5.4% | $11,613-94.9% | $594+0.5% |