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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 | $45,266-79.3% | $103,693-91.0% | $65,306-85.7% |
| Participation rate | 99.2% | 53.3%+45.9pp | 72.6%+26.6pp | 57.7%+41.5pp |
| Annual return | 18.05% | 25.10%-7.0pp | 47.61%-29.6pp | 21.94%-3.9pp |
| Employer contribution / active EE | $1,748 | $1,765-1.0% | $2,920-40.1% | $1,967-11.1% |
| Participant deferral / active EE | $1,723 | $2,099-17.9% | $4,579-62.4% | $2,959-41.8% |
| Admin fee / account holder | $70 | $3,221-97.8% | $7,858-99.1% | $3,480-98.0% |