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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 | $47,553-80.3% | $136,867-93.2% | $69,733-86.6% |
| Participation rate | 99.2% | 61.4%+37.8pp | 74.5%+24.7pp | 62.5%+36.8pp |
| Annual return | 18.05% | -91.50%+109.5pp | 42.97%-24.9pp | 15.22%+2.8pp |
| Employer contribution / active EE | $1,748 | $2,087-16.2% | $3,547-50.7% | $2,250-22.3% |
| Participant deferral / active EE | $1,723 | $2,300-25.1% | $4,924-65.0% | $3,054-43.6% |
| Admin fee / account holder | $70 | $3,496-98.0% | $10,340-99.3% | $3,102-97.7% |