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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,092 |
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 | $27,681 | $65,582-57.8% | $64,097-56.8% | $71,529-61.3% |
| Participation rate | 23.6% | 73.2%-49.5pp | 72.3%-48.7pp | 67.9%-44.3pp |
| Annual return | 7.74% | 18.96%-11.2pp | 33.75%-26.0pp | 28.97%-21.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,750-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $983 | $3,628-72.9% | $3,881-74.7% | $4,291-77.1% |
| Admin fee / account holder | $168 | $616-72.7% | $3,070-94.5% | $1,588-89.4% |