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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL DECISIONS1+ years Service code 13 · EIN 68-0236865 | Contract Administrator | $5,125 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,731 | $71,957-35.1% | $67,652-30.9% | $59,188-21.0% |
| Participation rate | 46.2% | 82.7%-36.5pp | 75.7%-29.5pp | 69.4%-23.2pp |
| Annual return | 27.40% | 8.53%+18.9pp | 6625.40%-6598.0pp | 5.51%+21.9pp |
| Employer contribution / active EE | $3,834 | $2,432+57.7% | $2,266+69.2% | $2,098+82.8% |
| Participant deferral / active EE | $7,381 | $4,211+75.3% | $3,560+107.4% | $3,265+126.1% |
| Admin fee / account holder | $7 | $64-88.5% | $4,821-99.8% | $92-92.0% |