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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,776 |
FASI OF TX INC1 year Service code 49 · EIN 93-1061037 | Other Services | $1,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,918 | $75,183-33.6% | $123,894-59.7% | $55,167-9.5% |
| Participation rate | 50.0% | 72.8%-22.8pp | 81.4%-31.4pp | 69.0%-19.0pp |
| Annual return | 374.90% | 19.01%+355.9pp | 47.52%+327.4pp | 169.23%+205.7pp |
| Employer contribution / active EE | $1,389 | $2,823-50.8% | $4,617-69.9% | $1,963-29.2% |
| Participant deferral / active EE | $2,607 | $5,084-48.7% | $5,984-56.4% | $3,054-14.6% |
| Admin fee / account holder | $184 | $663-72.2% | $8,357-97.8% | $504-63.4% |