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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,749 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,840 | $55,446+44.0% | $155,574-48.7% | $74,429+7.3% |
| Participation rate | 44.0% | 61.9%-17.9pp | 78.2%-34.2pp | 67.2%-23.2pp |
| Annual return | 11.88% | 269.20%-257.3pp | 64.87%-53.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $925 | $2,266-59.2% | $4,676-80.2% | $2,625-64.8% |
| Participant deferral / active EE | $2,031 | $2,836-28.4% | $5,629-63.9% | $4,348-53.3% |
| Admin fee / account holder | $220 | $1,743-87.4% | $15,914-98.6% | $1,944-88.7% |