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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,218 |
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 | $34,899 | $52,188-33.1% | $86,656-59.7% | $74,473-53.1% |
| Participation rate | 53.6% | 66.3%-12.8pp | 71.7%-18.1pp | 70.7%-17.2pp |
| Annual return | 56.12% | 44.46%+11.7pp | 593.09%-537.0pp | 34.36%+21.8pp |
| Employer contribution / active EE | $3,752 | $2,282+64.4% | $3,025+24.0% | $2,638+42.2% |
| Participant deferral / active EE | $3,211 | $3,383-5.1% | $4,439-27.7% | $4,530-29.1% |
| Admin fee / account holder | $90 | $319-71.7% | $5,619-98.4% | $347-74.0% |