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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,651 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $18,967 |
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 | $40,871 | $78,636-48.0% | $105,607-61.3% | $74,459-45.1% |
| Participation rate | 97.6% | 72.8%+24.9pp | 75.3%+22.4pp | 67.2%+30.4pp |
| Annual return | 9.25% | 15.96%-6.7pp | 116.11%-106.9pp | 1369.70%-1360.5pp |
| Employer contribution / active EE | $1,654 | $2,523-34.5% | $3,167-47.8% | $2,626-37.0% |
| Participant deferral / active EE | $4,171 | $4,322-3.5% | $5,011-16.8% | $4,350-4.1% |
| Admin fee / account holder | $247 | $2,220-88.9% | $10,958-97.7% | $1,945-87.3% |