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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,049 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,265 | $77,677-68.8% | $109,173-77.8% | $79,391-69.4% |
| Participation rate | 82.9% | 67.8%+15.0pp | 75.9%+7.0pp | 70.7%+12.1pp |
| Annual return | 11.39% | 23.44%-12.1pp | 25.75%-14.4pp | 116.88%-105.5pp |
| Employer contribution / active EE | $1,410 | $2,798-49.6% | $3,723-62.1% | $2,428-41.9% |
| Participant deferral / active EE | $3,797 | $3,517+8.0% | $4,654-18.4% | $4,046-6.2% |
| Admin fee / account holder | $269 | $732-63.2% | $6,755-96.0% | $627-57.0% |