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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,565 | $26,140-82.5% | $58,507-92.2% | $74,473-93.9% |
| Participation rate | 65.1% | 32.1%+32.9pp | 50.9%+14.2pp | 70.7%-5.7pp |
| Annual return | 306.21% | 32.51%+273.7pp | 4252.32%-3946.1pp | 34.36%+271.9pp |
| Employer contribution / active EE | $953 | $537+77.5% | $1,053-9.6% | $2,638-63.9% |
| Participant deferral / active EE | $1,314 | $1,075+22.3% | $1,922-31.6% | $4,530-71.0% |
| Admin fee / account holder | $16 | $652-97.6% | $2,486-99.4% | $347-95.5% |