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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-5608425 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,011 | $107,218-48.7% | $115,768-52.5% | $79,634-30.9% |
| Participation rate | 29.1% | 76.8%-47.7pp | 74.4%-45.3pp | 62.5%-33.4pp |
| Annual return | 18.21% | 15.41%+2.8pp | 100.46%-82.2pp | 36.46%-18.2pp |
| Employer contribution / active EE | $967 | $3,627-73.3% | $2,940-67.1% | $2,529-61.8% |
| Participant deferral / active EE | $1,934 | $5,091-62.0% | $4,917-60.7% | $3,835-49.6% |
| Admin fee / account holder | $260 | $576-54.9% | $12,439-97.9% | $1,002-74.1% |