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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,297 |
Service code 27 · EIN 23-2748550 | Advisory (Plan) | $8,055 |
Employer contribution per participant 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 | $9,554 | $39,948-76.1% | $89,435-89.3% | $73,412-87.0% |
| Participation rate | 89.6% | 50.4%+39.2pp | 68.0%+21.6pp | 72.2%+17.4pp |
| Annual return | 28.44% | 50.12%-21.7pp | 245.55%-217.1pp | 59.30%-30.9pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,587-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,269 | $2,193+3.5% | $3,890-41.7% | $3,806-40.4% |
| Admin fee / account holder | $114 | $134-15.1% | $4,884-97.7% | $158-27.8% |