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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,115 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,905 | $37,196-33.0% | $154,111-83.8% | $55,725-55.3% |
| Participation rate | 21.3% | 64.1%-42.8pp | 83.0%-61.7pp | 70.9%-49.5pp |
| Annual return | 16.67% | 1319.68%-1303.0pp | 735.18%-718.5pp | 244.93%-228.3pp |
| Employer contribution / active EE | $356 | $1,614-78.0% | $5,298-93.3% | $2,078-82.9% |
| Participant deferral / active EE | $540 | $2,068-73.9% | $5,081-89.4% | $3,356-83.9% |
| Admin fee / account holder | $14 | $102-85.7% | $13,411-99.9% | $115-87.4% |