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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,932 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,358 | $96,486-49.9% | $153,643-68.5% | $77,736-37.8% |
| Participation rate | 49.4% | 81.6%-32.2pp | 77.1%-27.7pp | 70.6%-21.1pp |
| Annual return | 16.39% | 14.44%+1.9pp | 15.71%+0.7pp | 31.26%-14.9pp |
| Employer contribution / active EE | $1,807 | $5,224-65.4% | $5,039-64.2% | $2,728-33.8% |
| Participant deferral / active EE | $3,102 | $6,609-53.1% | $6,754-54.1% | $4,651-33.3% |
| Admin fee / account holder | $189 | $182+3.5% | $12,739-98.5% | $433-56.4% |