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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 | $65,208+5.9% | $90,796-23.9% | $71,012-2.7% |
| Participation rate | 96.1% | 54.6%+41.5pp | 69.5%+26.7pp | 58.6%+37.6pp |
| Annual return | 5.71% | 18.25%-12.5pp | 19.29%-13.6pp | 37.67%-32.0pp |
| Employer contribution / active EE | $1,392 | $1,855-24.9% | $2,294-39.3% | $2,348-40.7% |
| Participant deferral / active EE | $4,889 | $2,737+78.6% | $3,822+27.9% | $3,246+50.6% |
| Admin fee / account holder | $155 | $1,639-90.5% | $7,024-97.8% | $1,167-86.7% |