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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,365 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,951 | $52,722-24.2% | $90,461-55.8% | $73,412-45.6% |
| Participation rate | 98.1% | 67.7%+30.4pp | 72.7%+25.5pp | 72.2%+26.0pp |
| Annual return | 8.99% | 20.70%-11.7pp | 1294.76%-1285.8pp | 59.30%-50.3pp |
| Employer contribution / active EE | $2,804 | $1,872+49.8% | $3,264-14.1% | $2,234+25.5% |
| Participant deferral / active EE | $1,252 | $2,810-55.4% | $3,964-68.4% | $3,806-67.1% |
| Admin fee / account holder | $43 | $117-63.4% | $5,617-99.2% | $158-72.9% |