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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,794 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,259 | $98,766-68.4% | $149,730-79.1% | $79,852-60.9% |
| Participation rate | 51.0% | 75.8%-24.8pp | 82.5%-31.5pp | 69.6%-18.6pp |
| Annual return | 23.11% | 27.43%-4.3pp | 276.70%-253.6pp | 31.72%-8.6pp |
| Employer contribution / active EE | $1,908 | $3,217-40.7% | $4,645-58.9% | $2,471-22.8% |
| Participant deferral / active EE | $3,890 | $5,681-31.5% | $6,843-43.2% | $3,740+4.0% |
| Admin fee / account holder | $131 | $6,052-97.8% | $9,310-98.6% | $5,306-97.5% |