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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,341 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,075 | $56,540+31.0% | $185,849-60.1% | $86,821-14.7% |
| Participation rate | 65.8% | 65.5%+0.3pp | 81.7%-15.9pp | 72.3%-6.5pp |
| Annual return | 13.17% | 118.20%-105.0pp | 122.10%-108.9pp | 97.94%-84.8pp |
| Employer contribution / active EE | $1,021 | $1,844-44.7% | $5,169-80.2% | $2,406-57.6% |
| Participant deferral / active EE | $2,181 | $2,555-14.6% | $5,569-60.8% | $4,132-47.2% |
| Admin fee / account holder | $167 | $150+11.4% | $16,244-99.0% | $170-1.7% |