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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $13 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $154,341 | $82,686+86.7% | $125,401+23.1% | $68,494+125.3% |
| Participation rate | 67.4% | 75.1%-7.6pp | 82.4%-14.9pp | 67.9%-0.5pp |
| Annual return | -25.32% | -5.97%-19.4pp | 572.53%-597.9pp | -7.86%-17.5pp |
| Employer contribution / active EE | $46 | $3,381-98.6% | $4,816-99.0% | $2,597-98.2% |
| Participant deferral / active EE | $11,947 | $6,112+95.5% | $7,448+60.4% | $4,028+196.6% |
| Admin fee / account holder | $4 | $6,278-99.9% | $10,008-100.0% | $5,403-99.9% |