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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,814 |
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 | $72,346 | $73,638-1.8% | $95,964-24.6% | $73,497-1.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 9.79% | 16.78%-7.0pp | 91.64%-81.9pp | 28.51%-18.7pp |
| Employer contribution / active EE | $2,416 | $1,863+29.7% | $2,541-4.9% | $2,270+6.4% |
| Participant deferral / active EE | $2,091 | $3,617-42.2% | $4,167-49.8% | $3,740-44.1% |
| Admin fee / account holder | $26 | $482-94.6% | $6,797-99.6% | $513-95.0% |