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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,401 |
Filed as: INVESTMENT CENTER INCORPORATED Service code 49 · EIN 22-2699900 | Other Services | $11,968 |
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 | $21,289 | $64,909-67.2% | $82,312-74.1% | $62,293-65.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.11% | 21.18%-2.1pp | 25.88%-6.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $2,247 | $1,676+34.1% | $2,428-7.5% | $2,042+10.0% |
| Participant deferral / active EE | $3,444 | $3,103+11.0% | $3,706-7.1% | $3,169+8.7% |
| Admin fee / account holder | $104 | $440-76.3% | $5,608-98.1% | $479-78.3% |