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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,290 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant 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 that benefits due were not provided when due.
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 | $5,070 | $62,928-91.9% | $172,752-97.1% | $67,579-92.5% |
| Participation rate | 83.6% | 64.5%+19.1pp | 82.6%+1.0pp | 71.3%+12.3pp |
| Annual return | 26.12% | 30.36%-4.2pp | 802.97%-776.8pp | 378.56%-352.4pp |
| Employer contribution / active EE | $2,372 | $1,636+45.0% | $5,144-53.9% | $2,148+10.5% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $60 | $167-63.9% | $13,955-99.6% | $142-57.7% |