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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,759 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,934 | $49,451-59.7% | $79,580-75.0% | $66,938-70.2% |
| Participation rate | 31.2% | 61.3%-30.2pp | 69.5%-38.3pp | 69.8%-38.7pp |
| Annual return | -21.81% | 84.25%-106.1pp | 0.15%-22.0pp | 1.58%-23.4pp |
| Employer contribution / active EE | $871 | $1,266-31.2% | $2,413-63.9% | $2,545-65.8% |
| Participant deferral / active EE | $2,075 | $3,159-34.3% | $3,985-47.9% | $4,238-51.0% |
| Admin fee / account holder | $186 | $595-68.8% | $6,835-97.3% | $594-68.7% |