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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,197 |
Service code 49 | Other Services | $20,250 |
Service code 49 · EIN 56-3734291 | Other Services | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,586 | $47,977+22.1% | $154,108-62.0% | $56,289+4.1% |
| Participation rate | 94.2% | 66.2%+28.0pp | 83.0%+11.1pp | 69.9%+24.3pp |
| Annual return | -7.13% | 3.54%-10.7pp | 735.21%-742.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $4,606 | $2,169+112.4% | $5,298-13.1% | $2,111+118.2% |
| Participant deferral / active EE | $7,627 | $2,392+218.9% | $5,081+50.1% | $3,350+127.7% |
| Admin fee / account holder | $284 | $438-35.2% | $13,411-97.9% | $521-45.4% |