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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,907 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $5,688 |
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 | $10,324 | $69,823-85.2% | $76,872-86.6% | $74,460-86.1% |
| Participation rate | 94.6% | 70.0%+24.6pp | 69.6%+25.1pp | 70.7%+23.9pp |
| Annual return | 12.88% | 19.99%-7.1pp | 37.90%-25.0pp | 34.38%-21.5pp |
| Employer contribution / active EE | $1,071 | $2,148-50.1% | $2,533-57.7% | $2,638-59.4% |
| Participant deferral / active EE | $2,044 | $3,558-42.5% | $3,832-46.7% | $4,530-54.9% |
| Admin fee / account holder | $90 | $398-77.3% | $5,476-98.4% | $348-74.0% |