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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,596 |
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.)
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 | $73,000 | $106,110-31.2% | $147,005-50.3% | $77,671-6.0% |
| Participation rate | 66.0% | 78.4%-12.4pp | 82.2%-16.2pp | 70.6%-4.6pp |
| Annual return | 32.55% | 56.77%-24.2pp | 418.76%-386.2pp | 31.21%+1.3pp |
| Employer contribution / active EE | $2,779 | $4,065-31.6% | $4,934-43.7% | $2,726+1.9% |
| Participant deferral / active EE | $5,798 | $7,992-27.5% | $8,070-28.2% | $4,648+24.7% |
| Admin fee / account holder | $333 | $338-1.4% | $13,006-97.4% | $430-22.6% |