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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 | $78,483-47.9% | $106,201-61.5% | $74,546-45.2% |
| Participation rate | 97.6% | 72.8%+24.8pp | 75.3%+22.4pp | 67.2%+30.4pp |
| Annual return | 9.25% | 15.94%-6.7pp | 116.26%-107.0pp | 1366.03%-1356.8pp |
| Employer contribution / active EE | $1,654 | $2,522-34.4% | $3,170-47.8% | $2,624-37.0% |
| Participant deferral / active EE | $4,171 | $4,320-3.5% | $5,012-16.8% | $4,347-4.1% |
| Admin fee / account holder | $247 | $2,236-88.9% | $11,039-97.8% | $1,944-87.3% |