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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,124 |
FASI OF TX INC2 years Service code 49 · EIN 93-1061037 | Other Services | $2,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,080 | $80,753-29.3% | $136,298-58.1% | $62,293-8.4% |
| Participation rate | 52.4% | 73.5%-21.2pp | 81.9%-29.5pp | 69.5%-17.1pp |
| Annual return | 12.35% | 35.83%-23.5pp | 5156.27%-5143.9pp | 28.90%-16.5pp |
| Employer contribution / active EE | $1,329 | $2,884-53.9% | $4,696-71.7% | $2,042-34.9% |
| Participant deferral / active EE | $2,840 | $5,164-45.0% | $6,247-54.5% | $3,169-10.4% |
| Admin fee / account holder | $157 | $525-70.1% | $9,244-98.3% | $479-67.2% |