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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,675 |
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 | $21,301 | $99,168-78.5% | $96,576-77.9% | $74,440-71.4% |
| Participation rate | 37.0% | 80.7%-43.7pp | 76.0%-39.0pp | 70.7%-33.8pp |
| Annual return | 51.02% | 22.40%+28.6pp | 25.87%+25.2pp | 34.37%+16.7pp |
| Employer contribution / active EE | $1,147 | $2,570-55.4% | $2,965-61.3% | $2,638-56.5% |
| Participant deferral / active EE | $2,320 | $4,936-53.0% | $4,851-52.2% | $4,529-48.8% |
| Admin fee / account holder | $19 | $225-91.4% | $8,253-99.8% | $348-94.4% |