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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $17,683 | $73,839-76.1% | $143,788-87.7% | $68,495-74.2% |
| Participation rate | 52.9% | 66.7%-13.7pp | 80.3%-27.4pp | 67.9%-15.0pp |
| Annual return | -17.91% | 1.01%-18.9pp | -0.03%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $302 | $3,184-90.5% | $4,952-93.9% | $2,596-88.4% |
| Participant deferral / active EE | $1,094 | $3,384-67.7% | $5,638-80.6% | $4,028-72.8% |
| Admin fee / account holder | $73 | $5,755-98.7% | $14,675-99.5% | $5,403-98.7% |