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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $49,523 | $48,432+2.3% | $121,204-59.1% | $71,511-30.7% |
| Participation rate | 64.9% | 54.3%+10.6pp | 69.5%-4.6pp | 67.9%-3.0pp |
| Annual return | 16.18% | 23.28%-7.1pp | 987.18%-971.0pp | 28.86%-12.7pp |
| Employer contribution / active EE | $1,928 | $1,493+29.1% | $4,170-53.8% | $2,589-25.5% |
| Participant deferral / active EE | $4,344 | $2,756+57.6% | $4,083+6.4% | $4,291+1.2% |
| Admin fee / account holder | $89 | $1,845-95.2% | $5,651-98.4% | $1,588-94.4% |