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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,127 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,113 | $110,282-67.3% | $102,434-64.7% | $199,960-81.9% |
| Participation rate | 93.5% | 86.3%+7.2pp | 76.5%+17.0pp | 72.0%+21.5pp |
| Annual return | 13.07% | 35.75%-22.7pp | 29.46%-16.4pp | 34.28%-21.2pp |
| Employer contribution / active EE | $1,533 | $3,603-57.5% | $3,023-49.3% | $3,036-49.5% |
| Participant deferral / active EE | $3,213 | $6,376-49.6% | $5,055-36.4% | $5,087-36.8% |
| Admin fee / account holder | $86 | $122-30.1% | $9,462-99.1% | $269-68.2% |