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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,489 |
Service code 49 · EIN 74-2794194 | Other Services | $25,775 |
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 | $33,332 | $113,016-70.5% | $103,486-67.8% | $74,459-55.2% |
| Participation rate | 77.5% | 80.8%-3.3pp | 80.5%-3.0pp | 67.2%+10.3pp |
| Annual return | 19.67% | 23.24%-3.6pp | 23.93%-4.3pp | 1369.70%-1350.0pp |
| Employer contribution / active EE | $2,225 | $4,881-54.4% | $4,679-52.4% | $2,626-15.3% |
| Participant deferral / active EE | $3,985 | $7,279-45.3% | $6,628-39.9% | $4,350-8.4% |
| Admin fee / account holder | $167 | $1,709-90.2% | $9,354-98.2% | $1,945-91.4% |