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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,870 | $64,176-65.9% | $112,249-80.5% | $66,938-67.3% |
| Participation rate | 11.0% | 68.4%-57.4pp | 75.1%-64.1pp | 69.8%-58.8pp |
| Annual return | -23.49% | -13.80%-9.7pp | 27.48%-51.0pp | 1.58%-25.1pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $602 | $3,694-83.7% | $4,729-87.3% | $4,238-85.8% |
| Admin fee / account holder | $17 | $626-97.4% | $6,412-99.7% | $594-97.2% |