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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,689 |
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 | $53,309 | $50,902+4.7% | $155,534-65.7% | $77,736-31.4% |
| Participation rate | 61.2% | 63.1%-1.9pp | 78.2%-17.0pp | 70.6%-9.4pp |
| Annual return | 16.78% | 34.85%-18.1pp | 64.92%-48.1pp | 31.26%-14.5pp |
| Employer contribution / active EE | $1,183 | $1,991-40.6% | $4,675-74.7% | $2,728-56.6% |
| Participant deferral / active EE | $4,245 | $2,824+50.3% | $5,630-24.6% | $4,651-8.7% |
| Admin fee / account holder | $119 | $437-72.8% | $15,900-99.3% | $433-72.5% |