Filed October 9, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,821 | $78,419-59.4% | $133,956-76.2% | $73,409-56.7% |
| Participation rate | 46.0% | 78.6%-32.6pp | 79.8%-33.8pp | 72.2%-26.1pp |
| Annual return | 20.70% | 33.35%-12.7pp | 45.09%-24.4pp | 59.29%-38.6pp |
| Employer contribution / active EE | $985 | $2,044-51.8% | $3,919-74.9% | $2,234-55.9% |
| Participant deferral / active EE | $1,989 | $3,925-49.3% | $5,048-60.6% | $3,805-47.7% |
| Admin fee / account holder | $18 | $161-89.0% | $8,927-99.8% | $158-88.7% |