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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,232 |
Service code 49 · EIN 41-0973005 | Other Services | $13,499 |
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 | $26,155 | $82,163-68.2% | $125,381-79.1% | $64,819-59.6% |
| Participation rate | 95.8% | 77.9%+17.9pp | 82.4%+13.4pp | 71.5%+24.3pp |
| Annual return | 11.65% | 3.49%+8.2pp | 572.31%-560.7pp | 32.84%-21.2pp |
| Employer contribution / active EE | $2,075 | $3,616-42.6% | $4,815-56.9% | $2,507-17.2% |
| Participant deferral / active EE | $5,071 | $7,175-29.3% | $7,448-31.9% | $4,311+17.6% |
| Admin fee / account holder | $143 | $163-12.6% | $10,007-98.6% | $188-24.0% |