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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,579 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $12,776 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $46,808 | $52,450-10.8% | $129,384-63.8% | $74,459-37.1% |
| Participation rate | 49.7% | 53.8%-4.1pp | 69.6%-19.9pp | 67.2%-17.5pp |
| Annual return | 16.59% | 15.65%+0.9pp | 9461.77%-9445.2pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $565 | $1,532-63.1% | $4,153-86.4% | $2,626-78.5% |
| Participant deferral / active EE | $1,531 | $2,797-45.3% | $4,166-63.3% | $4,350-64.8% |
| Admin fee / account holder | $234 | $2,636-91.1% | $7,686-97.0% | $1,945-88.0% |