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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,550 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,209 | $69,383-70.9% | $101,275-80.0% | $73,497-72.5% |
| Participation rate | 49.3% | 68.4%-19.1pp | 75.8%-26.5pp | 70.7%-21.4pp |
| Annual return | 10.69% | 18.46%-7.8pp | 46.48%-35.8pp | 28.51%-17.8pp |
| Employer contribution / active EE | $1,207 | $2,628-54.1% | $3,660-67.0% | $2,270-46.8% |
| Participant deferral / active EE | $3,094 | $3,301-6.3% | $4,371-29.2% | $3,740-17.3% |
| Admin fee / account holder | $47 | $704-93.3% | $5,948-99.2% | $513-90.8% |