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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $8,756 |
THE BENEFIT PRACTICE1 year Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Recordkeeping | $300 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,857 | $45,324-56.2% | $122,354-83.8% | $69,631-71.5% |
| Participation rate | 24.5% | 59.9%-35.4pp | 71.6%-47.1pp | 70.7%-46.2pp |
| Annual return | 15.59% | 25.35%-9.8pp | 30.28%-14.7pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,051-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $984 | $2,367-58.4% | $3,287-70.1% | $3,224-69.5% |
| Admin fee / account holder | $70 | $87-19.0% | $5,479-98.7% | $110-36.2% |