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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $920 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,712 | $52,961-59.0% | $172,755-87.4% | $65,185-66.7% |
| Participation rate | 82.5% | 66.2%+16.3pp | 82.6%-0.1pp | 70.2%+12.3pp |
| Annual return | 4.29% | 30.12%-25.8pp | 802.94%-798.7pp | 29.38%-25.1pp |
| Employer contribution / active EE | $1,181 | $2,190-46.1% | $5,144-77.0% | $2,177-45.7% |
| Participant deferral / active EE | $1,632 | $2,471-33.9% | $5,198-68.6% | $3,514-53.5% |
| Admin fee / account holder | $7 | $472-98.5% | $13,955-99.9% | $847-99.1% |