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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $33,909 | $57,752-41.3% | $112,273-69.8% | $71,495-52.6% |
| Participation rate | 27.1% | 58.8%-31.7pp | 72.4%-45.3pp | 67.9%-40.8pp |
| Annual return | 9.93% | 18.25%-8.3pp | 30.23%-20.3pp | 28.85%-18.9pp |
| Employer contribution / active EE | $14 | $1,912-99.3% | $3,431-99.6% | $2,589-99.5% |
| Participant deferral / active EE | $1,014 | $2,860-64.5% | $4,800-78.9% | $4,291-76.4% |
| Admin fee / account holder | $204 | $1,586-87.1% | $7,752-97.4% | $1,588-87.1% |