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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,971 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,061 | $72,404-68.1% | $110,243-79.1% | $64,173-64.1% |
| Participation rate | 18.5% | 73.3%-54.8pp | 79.8%-61.3pp | 69.6%-51.1pp |
| Annual return | 10.95% | -6.29%+17.2pp | 314.76%-303.8pp | 7.63%+3.3pp |
| Employer contribution / active EE | $985 | $2,282-56.8% | $3,827-74.3% | $2,381-58.6% |
| Participant deferral / active EE | $6,542 | $3,469+88.6% | $4,672+40.0% | $3,470+88.5% |
| Admin fee / account holder | $193 | $5,664-96.6% | $8,548-97.7% | $4,887-96.1% |