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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,749 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,569 | $185,342-95.9% | $111,306-93.2% | $86,821-91.3% |
| Participation rate | 9.3% | 81.0%-71.7pp | 77.3%-68.0pp | 72.3%-63.0pp |
| Annual return | 15.03% | 500.80%-485.8pp | 54.67%-39.6pp | 97.94%-82.9pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,732-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $556 | $4,458-87.5% | $4,488-87.6% | $4,132-86.6% |
| Admin fee / account holder | $62 | $255-75.5% | $7,966-99.2% | $170-63.2% |