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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $246,275 |
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 | $42,488 | $76,774-44.7% | $112,258-62.2% | $77,906-45.5% |
| Participation rate | 68.6% | 80.2%-11.6pp | 75.1%-6.5pp | 73.7%-5.1pp |
| Annual return | -15.77% | -10.25%-5.5pp | 27.47%-43.2pp | 12.16%-27.9pp |
| Employer contribution / active EE | $1,497 | $3,977-62.4% | $3,636-58.8% | $2,846-47.4% |
| Participant deferral / active EE | $3,646 | $3,778-3.5% | $4,728-22.9% | $4,805-24.1% |
| Admin fee / account holder | $128 | $239-46.4% | $6,411-98.0% | $133-3.3% |