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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $148,317 |
PLAN SPONSOR ADVISER, LLC2 years Service code 16 · EIN 54-1995014 | Consulting | $19,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,969 | $46,219-67.6% | $89,414-83.3% | $90,274-83.4% |
| Participation rate | 69.4% | 44.9%+24.5pp | 68.0%+1.4pp | 73.4%-4.0pp |
| Annual return | 14.25% | 25.71%-11.5pp | 245.50%-231.3pp | 53.97%-39.7pp |
| Employer contribution / active EE | $2,556 | $953+168.2% | $2,586-1.2% | $2,523+1.3% |
| Participant deferral / active EE | $875 | $2,136-59.1% | $3,890-77.5% | $4,231-79.3% |
| Admin fee / account holder | $69 | $147-53.2% | $4,883-98.6% | $114-39.8% |