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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,500 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $15,691 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,038 | $79,181-67.1% | $102,423-74.6% | $74,429-65.0% |
| Participation rate | 98.9% | 74.8%+24.1pp | 76.5%+22.4pp | 67.2%+31.7pp |
| Annual return | 10.71% | 54.97%-44.3pp | 29.42%-18.7pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $1,232 | $2,362-47.9% | $3,023-59.3% | $2,625-53.1% |
| Participant deferral / active EE | $3,714 | $4,416-15.9% | $5,054-26.5% | $4,348-14.6% |
| Admin fee / account holder | $232 | $2,002-88.4% | $9,455-97.5% | $1,944-88.1% |