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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,663 |
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 | $74,070 | $47,180+57.0% | $149,723-50.5% | $74,473-0.5% |
| Participation rate | 48.6% | 63.4%-14.8pp | 78.8%-30.1pp | 70.7%-22.1pp |
| Annual return | 14.75% | 22.75%-8.0pp | 134.50%-119.7pp | 34.36%-19.6pp |
| Employer contribution / active EE | $787 | $1,907-58.7% | $4,821-83.7% | $2,638-70.2% |
| Participant deferral / active EE | $1,601 | $2,730-41.4% | $5,682-71.8% | $4,530-64.7% |
| Admin fee / account holder | $167 | $343-51.4% | $13,215-98.7% | $347-52.0% |