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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $224,882 |
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 | $67,488 | $77,906-13.4% | $61,491+9.8% | $77,906-13.4% |
| Participation rate | 95.9% | 73.7%+22.2pp | 79.3%+16.6pp | 73.7%+22.2pp |
| Annual return | -18.61% | 12.16%-30.8pp | -12.98%-5.6pp | 12.16%-30.8pp |
| Employer contribution / active EE | $2,561 | $2,846-10.0% | $4,246-39.7% | $2,846-10.0% |
| Participant deferral / active EE | $4,601 | $4,805-4.3% | $5,188-11.3% | $4,805-4.3% |
| Admin fee / account holder | $73 | $133-44.6% | $4,312-98.3% | $133-44.6% |