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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,373 |
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 | $31,444 | $58,895-46.6% | $178,503-82.4% | $73,497-57.2% |
| Participation rate | 68.7% | 66.2%+2.5pp | 81.9%-13.2pp | 70.7%-2.0pp |
| Annual return | 6.79% | 24.86%-18.1pp | 151.12%-144.3pp | 28.51%-21.7pp |
| Employer contribution / active EE | $1,019 | $2,236-54.4% | $5,011-79.7% | $2,270-55.1% |
| Participant deferral / active EE | $3,313 | $2,567+29.1% | $5,202-36.3% | $3,740-11.4% |
| Admin fee / account holder | $92 | $400-76.9% | $13,987-99.3% | $513-82.0% |