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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $6,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,172 | $55,002-79.7% | $59,883-81.3% | $56,287-80.2% |
| Participation rate | 44.6% | 75.9%-31.3pp | 74.7%-30.1pp | 69.9%-25.2pp |
| Annual return | -11.95% | 1.13%-13.1pp | 3.46%-15.4pp | -9.96%-2.0pp |
| Employer contribution / active EE | $883 | $2,448-63.9% | $2,722-67.6% | $2,111-58.2% |
| Participant deferral / active EE | $1,766 | $3,121-43.4% | $3,402-48.1% | $3,350-47.3% |
| Admin fee / account holder | $48 | $236-79.5% | $3,591-98.7% | $521-90.7% |