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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,178 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,486 | $79,438-12.5% | $106,554-34.8% | $79,389-12.5% |
| Participation rate | 17.2% | 74.2%-57.0pp | 76.1%-59.0pp | 70.7%-53.6pp |
| Annual return | 12.59% | 18.27%-5.7pp | 26.80%-14.2pp | 116.89%-104.3pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,819-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $608 | $3,824-84.1% | $4,398-86.2% | $4,046-85.0% |
| Admin fee / account holder | $54 | $523-89.6% | $7,408-99.3% | $626-91.3% |