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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,496 |
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 | $9,363 | $45,900-79.6% | $94,057-90.0% | $64,340-85.4% |
| Participation rate | 99.2% | 50.6%+48.6pp | 73.3%+25.9pp | 55.2%+44.0pp |
| Annual return | 18.05% | 50.47%-32.4pp | 480.62%-462.6pp | 24.14%-6.1pp |
| Employer contribution / active EE | $1,748 | $1,612+8.5% | $2,933-40.4% | $1,862-6.1% |
| Participant deferral / active EE | $1,723 | $2,102-18.0% | $4,709-63.4% | $2,980-42.2% |
| Admin fee / account holder | $70 | $3,143-97.8% | $7,244-99.0% | $3,703-98.1% |