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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,387 |
CADARET GRANT & CO INC5 years Filed as: CADARET GRANT AGENCY INC Service code 49 · EIN 16-1305463 | Other Services | $8,303 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,135 | $66,124-30.2% | $90,430-49.0% | $73,493-37.2% |
| Participation rate | 33.1% | 69.7%-36.6pp | 72.7%-39.6pp | 70.7%-37.6pp |
| Annual return | 14.39% | 17.65%-3.3pp | 1293.73%-1279.3pp | 28.51%-14.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $901 | $3,039-70.4% | $3,963-77.3% | $3,740-75.9% |
| Admin fee / account holder | $93 | $396-76.5% | $5,613-98.3% | $513-81.9% |