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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $12,799 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,536 | $72,273-84.0% | $101,275-88.6% | $79,856-85.6% |
| Participation rate | 95.9% | 68.5%+27.5pp | 75.8%+20.1pp | 69.6%+26.3pp |
| Annual return | 14.80% | 22.30%-7.5pp | 46.48%-31.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $10,799 | $2,691+301.3% | $3,660+195.0% | $2,471+337.0% |
| Participant deferral / active EE | $1,866 | $3,282-43.1% | $4,371-57.3% | $3,741-50.1% |
| Admin fee / account holder | $71 | $4,401-98.4% | $5,948-98.8% | $5,306-98.7% |