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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $5,158 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,603 | $52,467-85.5% | $57,196-86.7% | $55,167-86.2% |
| Participation rate | 41.2% | 75.8%-34.7pp | 75.3%-34.2pp | 69.0%-27.8pp |
| Annual return | 9.29% | 7.72%+1.6pp | 14.59%-5.3pp | 169.23%-159.9pp |
| Employer contribution / active EE | $606 | $2,477-75.5% | $2,683-77.4% | $1,963-69.1% |
| Participant deferral / active EE | $1,349 | $2,830-52.3% | $3,096-56.4% | $3,054-55.8% |
| Admin fee / account holder | $54 | $269-80.0% | $3,141-98.3% | $504-89.3% |