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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-2114207 | Contract Administrator | $5,882 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,293 |
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.
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 | $39,261 | $59,191-33.7% | $76,767-48.9% | $56,289-30.2% |
| Participation rate | 43.0% | 75.2%-32.2pp | 77.0%-34.0pp | 69.9%-26.9pp |
| Annual return | -8.55% | 6.62%-15.2pp | 2.43%-11.0pp | -9.96%+1.4pp |
| Employer contribution / active EE | $986 | $1,759-44.0% | $2,485-60.3% | $2,111-53.3% |
| Participant deferral / active EE | $1,823 | $3,255-44.0% | $3,852-52.7% | $3,350-45.6% |
| Admin fee / account holder | $21 | $489-95.7% | $6,675-99.7% | $521-95.9% |