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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,893 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,593 | $76,112-34.8% | $96,544-48.6% | $71,529-30.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 12.59% | 22.80%-10.2pp | 25.88%-13.3pp | 28.97%-16.4pp |
| Employer contribution / active EE | $3,241 | $2,248+44.2% | $2,966+9.3% | $2,590+25.1% |
| Participant deferral / active EE | $2,652 | $4,217-37.1% | $4,851-45.3% | $4,291-38.2% |
| Admin fee / account holder | $35 | $2,708-98.7% | $8,254-99.6% | $1,588-97.8% |