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| Provider | Service type | Compensation |
|---|---|---|
NWPS2+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $32,910 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,219 | $210,343-79.0% | $153,432-71.2% | $145,959-69.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.86% | 13.38%+1.5pp | 15.66%-0.8pp | 561.95%-547.1pp |
| Employer contribution / active EE | $14,993 | $6,047+147.9% | $5,038+197.6% | $4,661+221.7% |
| Participant deferral / active EE | $210,720 | $7,977+2541.7% | $6,757+3018.4% | $6,689+3050.5% |
| Admin fee / account holder | $181 | $19,424-99.1% | $12,725-98.6% | $13,398-98.6% |