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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,961 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,546 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,674 | $84,482-74.3% | $125,363-82.7% | $66,930-67.6% |
| Participation rate | 88.3% | 76.4%+11.9pp | 82.4%+5.9pp | 69.8%+18.5pp |
| Annual return | -19.74% | -8.49%-11.3pp | 572.15%-591.9pp | 1.57%-21.3pp |
| Employer contribution / active EE | $1,932 | $3,553-45.6% | $4,815-59.9% | $2,545-24.1% |
| Participant deferral / active EE | $3,355 | $6,782-50.5% | $7,447-54.9% | $4,238-20.8% |
| Admin fee / account holder | $158 | $685-77.0% | $10,005-98.4% | $593-73.4% |