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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $3,822 | $69,823-94.5% | $76,872-95.0% | $74,460-94.9% |
| Participation rate | 38.0% | 70.0%-32.0pp | 69.6%-31.6pp | 70.7%-32.8pp |
| Annual return | 20.40% | 19.99%+0.4pp | 37.90%-17.5pp | 34.38%-14.0pp |
| Employer contribution / active EE | $0 | $2,148-100.0% | $2,533-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $823 | $3,558-76.9% | $3,832-78.5% | $4,530-81.8% |
| Admin fee / account holder | $94 | $398-76.3% | $5,476-98.3% | $348-72.9% |