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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,481 |
401(K) ADVISORS INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,000 |
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 | $35,677 | $91,695-61.1% | $67,575-47.2% | $77,736-54.1% |
| Participation rate | 43.9% | 76.0%-32.1pp | 72.9%-29.0pp | 70.6%-26.7pp |
| Annual return | 13.23% | 14.88%-1.6pp | 3528.98%-3515.7pp | 31.26%-18.0pp |
| Employer contribution / active EE | $2,615 | $3,189-18.0% | $2,736-4.4% | $2,728-4.1% |
| Participant deferral / active EE | $1,199 | $3,912-69.4% | $4,003-70.1% | $4,651-74.2% |
| Admin fee / account holder | $90 | $245-63.1% | $3,993-97.7% | $433-79.2% |