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| Provider | Service type | Compensation |
|---|---|---|
Filed as: P&A RETIREMENT PLAN SERVICES Service code 13 · EIN 16-1533601 | Contract Administrator | $16,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,103 | $41,150+38.8% | $80,627-29.2% | $71,511-20.1% |
| Participation rate | 18.0% | 50.3%-32.2pp | 67.0%-49.0pp | 67.9%-49.9pp |
| Annual return | 19.79% | 38.48%-18.7pp | 936.76%-917.0pp | 28.86%-9.1pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,503 | $2,701-7.3% | $4,443-43.7% | $4,291-41.7% |
| Admin fee / account holder | $233 | $1,841-87.3% | $5,381-95.7% | $1,588-85.3% |