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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,818 | $91,439-37.9% | $135,974-58.2% | $71,511-20.5% |
| Participation rate | 47.7% | 75.7%-28.0pp | 81.9%-34.3pp | 67.9%-20.3pp |
| Annual return | 13.67% | 29.90%-16.2pp | 68.30%-54.6pp | 28.86%-15.2pp |
| Employer contribution / active EE | $3 | $3,705-99.9% | $4,859-99.9% | $2,589-99.9% |
| Participant deferral / active EE | $8,048 | $7,093+13.5% | $7,760+3.7% | $4,291+87.6% |
| Admin fee / account holder | $299 | $1,267-76.4% | $10,767-97.2% | $1,588-81.2% |