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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 | $65,191+6.0% | $90,312-23.5% | $65,191+6.0% |
| Participation rate | 96.1% | 63.0%+33.1pp | 72.9%+23.2pp | 63.0%+33.1pp |
| Annual return | 5.71% | 51.24%-45.5pp | 18.90%-13.2pp | 51.24%-45.5pp |
| Employer contribution / active EE | $1,392 | $2,400-42.0% | $2,243-37.9% | $2,400-42.0% |
| Participant deferral / active EE | $4,889 | $2,671+83.0% | $3,749+30.4% | $2,671+83.0% |
| Admin fee / account holder | $155 | $907-82.9% | $8,248-98.1% | $907-82.9% |