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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $11,430 |
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 | $61,635 | $72,639-15.1% | $90,766-32.1% | $66,949-7.9% |
| Participation rate | 17.2% | 73.7%-56.4pp | 75.7%-58.5pp | 69.8%-52.6pp |
| Annual return | -16.53% | -12.28%-4.2pp | -12.16%-4.4pp | 1.57%-18.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $661 | $3,979-83.4% | $4,565-85.5% | $4,239-84.4% |
| Admin fee / account holder | $293 | $708-58.6% | $8,446-96.5% | $594-50.6% |