Filed October 9, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,497 | $71,192-82.4% | $117,861-89.4% | $62,293-79.9% |
| Participation rate | 59.8% | 74.2%-14.4pp | 79.7%-19.9pp | 69.5%-9.7pp |
| Annual return | 140.87% | 18.66%+122.2pp | 335.11%-194.2pp | 28.90%+112.0pp |
| Employer contribution / active EE | $681 | $1,934-64.8% | $3,786-82.0% | $2,042-66.6% |
| Participant deferral / active EE | $1,794 | $3,189-43.7% | $4,482-60.0% | $3,169-43.4% |
| Admin fee / account holder | $36 | $587-93.9% | $8,021-99.6% | $479-92.5% |