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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 23-3038464 | Contract Administrator | $31,063 |
NEWSQUARE CAPITAL, LLC2 years Service code 28 · EIN 27-1238163 | Investment Management | $9,094 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,575 | $50,902-67.4% | $155,534-89.3% | $77,736-78.7% |
| Participation rate | 37.7% | 63.1%-25.4pp | 78.2%-40.6pp | 70.6%-32.9pp |
| Annual return | 19.42% | 34.85%-15.4pp | 64.92%-45.5pp | 31.26%-11.8pp |
| Employer contribution / active EE | $54 | $1,991-97.3% | $4,675-98.8% | $2,728-98.0% |
| Participant deferral / active EE | $1,880 | $2,824-33.4% | $5,630-66.6% | $4,651-59.6% |
| Admin fee / account holder | $165 | $437-62.2% | $15,900-99.0% | $433-61.9% |