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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,250 | $25,302-91.1% | $74,722-97.0% | $67,579-96.7% |
| Participation rate | 41.8% | 37.8%+3.9pp | 54.5%-12.7pp | 71.3%-29.5pp |
| Annual return | 15.23% | 10291.17%-10275.9pp | 753.11%-737.9pp | 378.56%-363.3pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $393 | $954-58.8% | $1,963-80.0% | $3,539-88.9% |
| Admin fee / account holder | $43 | $108-59.7% | $3,335-98.7% | $142-69.5% |