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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,130 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,408 | $65,453-52.0% | $86,691-63.8% | $66,930-53.1% |
| Participation rate | 37.6% | 75.5%-37.9pp | 76.6%-39.0pp | 69.8%-32.2pp |
| Annual return | -17.55% | -10.89%-6.7pp | 35.94%-53.5pp | 1.57%-19.1pp |
| Employer contribution / active EE | $930 | $2,154-56.8% | $2,837-67.2% | $2,545-63.4% |
| Participant deferral / active EE | $1,608 | $4,102-60.8% | $4,656-65.5% | $4,238-62.1% |
| Admin fee / account holder | $34 | $642-94.7% | $7,492-99.5% | $593-94.2% |