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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 | $106,264-31.3% | $147,117-50.4% | $77,762-6.1% |
| Participation rate | 66.0% | 78.4%-12.4pp | 82.2%-16.2pp | 70.6%-4.6pp |
| Annual return | 32.55% | 56.94%-24.4pp | 420.54%-388.0pp | 31.27%+1.3pp |
| Employer contribution / active EE | $2,779 | $4,074-31.8% | $4,932-43.7% | $2,728+1.9% |
| Participant deferral / active EE | $5,798 | $8,003-27.6% | $8,065-28.1% | $4,651+24.7% |
| Admin fee / account holder | $333 | $334-0.4% | $12,993-97.4% | $433-23.1% |