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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,297 | $91,439-24.2% | $135,974-49.0% | $71,511-3.1% |
| Participation rate | 67.2% | 75.7%-8.5pp | 81.9%-14.8pp | 67.9%-0.8pp |
| Annual return | 9.66% | 29.90%-20.2pp | 68.30%-58.6pp | 28.86%-19.2pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $12,946 | $7,093+82.5% | $7,760+66.8% | $4,291+201.7% |
| Admin fee / account holder | $602 | $1,267-52.4% | $10,767-94.4% | $1,588-62.1% |