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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,296 |
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 | $28,956 | $60,165-51.9% | $74,184-61.0% | $55,167-47.5% |
| Participation rate | 97.4% | 74.2%+23.2pp | 76.6%+20.7pp | 69.0%+28.4pp |
| Annual return | 3.78% | 10.00%-6.2pp | 17.74%-14.0pp | 169.23%-165.5pp |
| Employer contribution / active EE | $1,131 | $1,600-29.3% | $2,370-52.3% | $1,963-42.4% |
| Participant deferral / active EE | $2,195 | $2,973-26.1% | $3,550-38.2% | $3,054-28.1% |
| Admin fee / account holder | $155 | $419-63.0% | $5,586-97.2% | $504-69.2% |