Filed February 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,349 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,255 | $39,898+13.4% | $121,220-62.7% | $55,725-18.8% |
| Participation rate | 39.9% | 61.2%-21.3pp | 71.8%-31.8pp | 70.9%-30.9pp |
| Annual return | 3.19% | -0.96%+4.2pp | 16.94%-13.7pp | 244.93%-241.7pp |
| Employer contribution / active EE | $685 | $1,295-47.1% | $4,023-83.0% | $2,078-67.0% |
| Participant deferral / active EE | $1,398 | $2,439-42.7% | $3,345-58.2% | $3,356-58.3% |
| Admin fee / account holder | $117 | $95+22.5% | $5,021-97.7% | $115+1.2% |