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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,370 |
Service code 49 · EIN 20-0044877 | Other Services | $5,864 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,186 | $65,378-63.0% | $87,103-72.2% | $65,186-62.9% |
| Participation rate | 92.4% | 75.3%+17.1pp | 76.9%+15.5pp | 70.2%+22.2pp |
| Annual return | 19.42% | 31.28%-11.9pp | 28.19%-8.8pp | 29.39%-10.0pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,935 | $3,389+16.1% | $4,049-2.8% | $3,514+12.0% |
| Admin fee / account holder | $136 | $520-73.8% | $7,491-98.2% | $847-83.9% |