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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,472 |
ROBERT ROSSI & CO3 years Service code 10 · EIN 23-2385520 | Accounting | $11,000 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,688 | $68,398-1.0% | $94,664-28.5% | $75,173-10.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 12.65% | 616.72%-604.1pp | 156.84%-144.2pp | 160.72%-148.1pp |
| Employer contribution / active EE | $4,295 | $2,701+59.0% | $3,673+16.9% | $2,671+60.8% |
| Participant deferral / active EE | $15,281 | $6,537+133.8% | $7,417+106.0% | $4,126+270.3% |
| Admin fee / account holder | $67 | $5,324-98.7% | $7,222-99.1% | $5,651-98.8% |