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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,057 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,193 | $65,125-39.8% | $143,797-72.7% | $66,949-41.5% |
| Participation rate | 63.5% | 65.2%-1.7pp | 80.3%-16.8pp | 69.8%-6.3pp |
| Annual return | -14.85% | -11.13%-3.7pp | -0.04%-14.8pp | 1.57%-16.4pp |
| Employer contribution / active EE | $1,105 | $2,362-53.2% | $4,952-77.7% | $2,545-56.6% |
| Participant deferral / active EE | $4,285 | $2,920+46.7% | $5,638-24.0% | $4,239+1.1% |
| Admin fee / account holder | $129 | $503-74.3% | $14,679-99.1% | $594-78.2% |