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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 91-1507276 | Pension Consulting | $5,385 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,199 | $42,548-61.9% | $74,552-78.3% | $56,287-71.2% |
| Participation rate | 82.7% | 60.5%+22.2pp | 69.1%+13.5pp | 69.9%+12.8pp |
| Annual return | -8.35% | 12.40%-20.7pp | 32.53%-40.9pp | -9.96%+1.6pp |
| Employer contribution / active EE | $1,001 | $855+17.1% | $1,961-48.9% | $2,111-52.6% |
| Participant deferral / active EE | $2,550 | $2,277+12.0% | $3,108-17.9% | $3,350-23.9% |
| Admin fee / account holder | $35 | $467-92.5% | $5,060-99.3% | $521-93.3% |