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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,570 |
VIVID SEATS LLC1 year Service code 10 · EIN 02-0691684 | Accounting | $5,781 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,183 | $54,121-23.9% | $134,162-69.3% | $73,412-43.9% |
| Participation rate | 68.1% | 64.4%+3.8pp | 72.2%-4.0pp | 72.2%-4.0pp |
| Annual return | 9.11% | -312.52%+321.6pp | 36.35%-27.2pp | 59.30%-50.2pp |
| Employer contribution / active EE | $3,311 | $1,402+136.2% | $3,705-10.6% | $2,234+48.2% |
| Participant deferral / active EE | $6,302 | $2,844+121.6% | $3,500+80.1% | $3,806+65.6% |
| Admin fee / account holder | $186 | $132+40.6% | $6,685-97.2% | $158+17.8% |