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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $181,504 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,070 | $61,315+12.6% | $90,259-23.5% | $64,728+6.7% |
| Participation rate | 96.1% | 51.1%+45.0pp | 70.7%+25.4pp | 57.9%+38.2pp |
| Annual return | 5.71% | 19.46%-13.7pp | 18.88%-13.2pp | 49.38%-43.7pp |
| Employer contribution / active EE | $1,392 | $1,602-13.1% | $2,291-39.2% | $2,243-37.9% |
| Participant deferral / active EE | $4,889 | $2,408+103.0% | $3,827+27.8% | $2,729+79.1% |
| Admin fee / account holder | $155 | $1,726-91.0% | $7,267-97.9% | $1,145-86.5% |