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| Provider | Service type | Compensation |
|---|---|---|
VEDDER PRICE1+ years Filed as: VEDDER PRICE P.C. Service code 29 · EIN 36-3254526 | Legal | $8,141 |
BENEFIT CONSULTANTS GROUP1+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $3,820 |
Annual investment return 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 a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,489 | $52,467-76.2% | $57,196-78.2% | $55,167-77.4% |
| Participation rate | 98.9% | 75.8%+23.1pp | 75.3%+23.6pp | 69.0%+30.0pp |
| Annual return | 1.45% | 7.72%-6.3pp | 14.59%-13.1pp | 169.23%-167.8pp |
| Employer contribution / active EE | $1,809 | $2,477-27.0% | $2,683-32.6% | $1,963-7.8% |
| Participant deferral / active EE | $2,712 | $2,830-4.2% | $3,096-12.4% | $3,054-11.2% |
| Admin fee / account holder | $46 | $269-82.9% | $3,141-98.5% | $504-90.9% |