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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,514 |
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,871 | $72,303-46.2% | $86,698-55.2% | $64,819-40.0% |
| Participation rate | 63.1% | 80.4%-17.3pp | 76.6%-13.5pp | 71.5%-8.3pp |
| Annual return | -16.20% | 392.77%-409.0pp | 35.95%-52.1pp | 32.84%-49.0pp |
| Employer contribution / active EE | $703 | $2,393-70.6% | $2,837-75.2% | $2,507-72.0% |
| Participant deferral / active EE | $3,748 | $4,660-19.6% | $4,656-19.5% | $4,311-13.1% |
| Admin fee / account holder | $87 | $174-50.2% | $7,493-98.8% | $188-53.8% |