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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,571 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,978 | $78,781-63.2% | $100,535-71.2% | $73,412-60.5% |
| Participation rate | 95.0% | 80.0%+14.9pp | 79.4%+15.6pp | 72.2%+22.8pp |
| Annual return | 46.36% | 31.69%+14.7pp | 30.90%+15.5pp | 59.30%-12.9pp |
| Employer contribution / active EE | $3,422 | $2,420+41.4% | $3,419+0.1% | $2,234+53.2% |
| Participant deferral / active EE | $6,157 | $6,537-5.8% | $6,271-1.8% | $3,806+61.8% |
| Admin fee / account holder | $95 | $145-34.6% | $8,085-98.8% | $158-39.8% |