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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $11,192 | $34,634-67.7% | $77,100-85.5% | $64,824-82.7% |
| Participation rate | 5.3% | 49.8%-44.5pp | 67.9%-62.6pp | 71.5%-66.1pp |
| Annual return | 0.00% | -5.31%+5.3pp | 42.35%-42.4pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $644 | $2,553-74.8% | $4,430-85.5% | $4,311-85.1% |
| Admin fee / account holder | $44 | $178-75.1% | $5,443-99.2% | $188-76.4% |