Filed October 9, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,998 |
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).
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 | $25,484 | $69,159-63.2% | $125,180-79.6% | $67,579-62.3% |
| Participation rate | 44.7% | 78.2%-33.5pp | 79.8%-35.1pp | 71.3%-26.6pp |
| Annual return | 47.58% | 27.12%+20.5pp | 43.79%+3.8pp | 378.56%-331.0pp |
| Employer contribution / active EE | $976 | $2,023-51.8% | $3,866-74.8% | $2,148-54.6% |
| Participant deferral / active EE | $2,041 | $3,700-44.8% | $4,937-58.7% | $3,539-42.3% |
| Admin fee / account holder | $21 | $142-85.3% | $9,703-99.8% | $142-85.4% |