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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,213 | $52,967-44.8% | $172,753-83.1% | $65,186-55.2% |
| Participation rate | 67.1% | 66.2%+0.9pp | 82.6%-15.5pp | 70.2%-3.1pp |
| Annual return | 6.22% | 30.12%-23.9pp | 803.00%-796.8pp | 29.39%-23.2pp |
| Employer contribution / active EE | $891 | $2,190-59.3% | $5,144-82.7% | $2,177-59.1% |
| Participant deferral / active EE | $3,134 | $2,471+26.8% | $5,198-39.7% | $3,514-10.8% |
| Admin fee / account holder | $97 | $472-79.5% | $13,956-99.3% | $847-88.6% |