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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,723 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,300 | $37,196-32.0% | $154,108-83.6% | $55,725-54.6% |
| Participation rate | 64.7% | 64.1%+0.6pp | 83.0%-18.3pp | 70.9%-6.1pp |
| Annual return | 9.46% | 1319.68%-1310.2pp | 735.21%-725.7pp | 244.93%-235.5pp |
| Employer contribution / active EE | $926 | $1,614-42.6% | $5,298-82.5% | $2,078-55.5% |
| Participant deferral / active EE | $2,237 | $2,068+8.2% | $5,081-56.0% | $3,356-33.3% |
| Admin fee / account holder | $89 | $102-12.4% | $13,411-99.3% | $115-22.7% |