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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $172,468 |
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 | $20,653 | $56,095-63.2% | $178,503-88.4% | $90,274-77.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 12.04% | 28.81%-16.8pp | 151.12%-139.1pp | 53.97%-41.9pp |
| Employer contribution / active EE | $1,659 | $1,572+5.5% | $5,011-66.9% | $2,523-34.3% |
| Participant deferral / active EE | $1,694 | $2,669-36.5% | $5,202-67.4% | $4,231-60.0% |
| Admin fee / account holder | $75 | $101-25.7% | $13,987-99.5% | $114-34.5% |