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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,041 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,597 | $89,123-76.9% | $102,460-79.9% | $77,762-73.5% |
| Participation rate | 27.6% | 80.9%-53.3pp | 76.5%-48.9pp | 70.6%-43.0pp |
| Annual return | 26.48% | 25.05%+1.4pp | 29.47%-3.0pp | 31.27%-4.8pp |
| Employer contribution / active EE | $1,321 | $2,700-51.1% | $3,025-56.3% | $2,728-51.6% |
| Participant deferral / active EE | $1,498 | $5,148-70.9% | $5,056-70.4% | $4,651-67.8% |
| Admin fee / account holder | $25 | $236-89.5% | $9,460-99.7% | $433-94.3% |