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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $3,793 |
Filed as: STEIDLE PENSION SOLUTIONS,LLC Service code 15 1225 ROUTE 31 BUILDING C · LEBANON, NJ 08833 | Recordkeeping | $2,894 |
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).
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 | $60,976 | $81,870-25.5% | $119,622-49.0% | $68,486-11.0% |
| Participation rate | 64.9% | 71.9%-7.0pp | 79.3%-14.4pp | 67.9%-3.0pp |
| Annual return | -23.08% | -23.82%+0.7pp | -14.98%-8.1pp | -7.85%-15.2pp |
| Employer contribution / active EE | $1,471 | $2,692-45.4% | $4,232-65.2% | $2,597-43.3% |
| Participant deferral / active EE | $3,356 | $4,148-19.1% | $5,601-40.1% | $4,028-16.7% |
| Admin fee / account holder | $98 | $6,583-98.5% | $10,328-99.0% | $5,404-98.2% |