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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50 |
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 | $15,052 | $79,694-81.1% | $96,171-84.3% | $79,391-81.0% |
| Participation rate | 16.7% | 54.0%-37.3pp | 68.4%-51.8pp | 70.7%-54.0pp |
| Annual return | 62.41% | 40.84%+21.6pp | 192.04%-129.6pp | 116.88%-54.5pp |
| Employer contribution / active EE | $277 | $1,443-80.8% | $2,799-90.1% | $2,428-88.6% |
| Participant deferral / active EE | $588 | $2,539-76.8% | $4,350-86.5% | $4,046-85.5% |
| Admin fee / account holder | $2 | $630-99.7% | $5,538-100.0% | $627-99.7% |