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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,981 | $57,976-81.1% | $63,018-82.6% | $62,293-82.4% |
| Participation rate | 45.6% | 75.9%-30.3pp | 74.8%-29.2pp | 69.5%-23.9pp |
| Annual return | 17.98% | 17.54%+0.4pp | 87.62%-69.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $811 | $2,415-66.4% | $2,761-70.6% | $2,042-60.3% |
| Participant deferral / active EE | $1,676 | $2,956-43.3% | $3,330-49.7% | $3,169-47.1% |
| Admin fee / account holder | $24 | $276-91.3% | $3,601-99.3% | $479-95.0% |