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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,126 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,595 | $84,936+14.9% | $111,303-12.3% | $79,393+22.9% |
| Participation rate | 17.5% | 75.9%-58.3pp | 77.3%-59.8pp | 70.7%-53.2pp |
| Annual return | 13.45% | 17.45%-4.0pp | 54.66%-41.2pp | 116.87%-103.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $800 | $3,888-79.4% | $4,487-82.2% | $4,046-80.2% |
| Admin fee / account holder | $284 | $537-47.2% | $7,966-96.4% | $627-54.7% |