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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $3,729 |
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).
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 | $38,436 | $58,895-34.7% | $178,503-78.5% | $73,497-47.7% |
| Participation rate | 34.3% | 66.2%-31.9pp | 81.9%-47.6pp | 70.7%-36.4pp |
| Annual return | 13.85% | 24.86%-11.0pp | 151.12%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $295 | $2,236-86.8% | $5,011-94.1% | $2,270-87.0% |
| Participant deferral / active EE | $1,049 | $2,567-59.1% | $5,202-79.8% | $3,740-71.9% |
| Admin fee / account holder | $59 | $400-85.2% | $13,987-99.6% | $513-88.5% |