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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,675 |
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 | $44,063 | $47,135-6.5% | $149,682-70.6% | $74,434-40.8% |
| Participation rate | 60.5% | 63.4%-2.9pp | 78.8%-18.3pp | 70.7%-10.3pp |
| Annual return | 15.89% | 22.75%-6.9pp | 134.35%-118.5pp | 34.37%-18.5pp |
| Employer contribution / active EE | $1,224 | $1,906-35.8% | $4,818-74.6% | $2,638-53.6% |
| Participant deferral / active EE | $4,116 | $2,728+50.9% | $5,681-27.5% | $4,529-9.1% |
| Admin fee / account holder | $100 | $343-70.9% | $13,210-99.2% | $348-71.3% |