| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $482,165 |
LIGHTHOUSE MARKETING SERVICES3+ years Service code 14 · EIN 36-4388251 | Plan Administrator | $14,156 |
RSM US LLP2 years Filed as: MCGLADERY & PULLEN, LLP Service code 10 · EIN 42-0714325 | Accounting | $12,366 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,554 | $83,826-63.6% | $125,195-75.6% | $82,204-62.8% |
| Participation rate | 97.2% | 83.1%+14.1pp | 79.8%+17.4pp | 73.4%+23.8pp |
| Annual return | 7.37% | 22.78%-15.4pp | 43.79%-36.4pp | 26.31%-18.9pp |
| Employer contribution / active EE | $10 | $2,267-99.6% | $3,866-99.8% | $2,707-99.6% |
| Participant deferral / active EE | $3,155 | $4,293-26.5% | $4,937-36.1% | $4,246-25.7% |
| Admin fee / account holder | $89 | $74+19.7% | $9,704-99.1% | $76+17.7% |