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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,978 |
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).
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 | $13,667 | $61,214-77.7% | $83,323-83.6% | $56,287-75.7% |
| Participation rate | 96.1% | 72.6%+23.5pp | 77.8%+18.4pp | 69.9%+26.3pp |
| Annual return | -7.26% | 0.42%-7.7pp | 10.63%-17.9pp | -9.96%+2.7pp |
| Employer contribution / active EE | $530 | $1,925-72.4% | $3,379-84.3% | $2,111-74.9% |
| Participant deferral / active EE | $6,098 | $5,091+19.8% | $5,565+9.6% | $3,350+82.0% |
| Admin fee / account holder | $95 | $512-81.4% | $7,539-98.7% | $521-81.7% |