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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,101 |
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 | $56,398 | $71,142-20.7% | $119,622-52.9% | $64,819-13.0% |
| Participation rate | 98.2% | 78.6%+19.6pp | 79.3%+18.9pp | 71.5%+26.7pp |
| Annual return | -18.85% | -10.01%-8.8pp | -14.98%-3.9pp | 32.84%-51.7pp |
| Employer contribution / active EE | $2,232 | $2,497-10.6% | $4,232-47.3% | $2,507-11.0% |
| Participant deferral / active EE | $4,043 | $4,490-10.0% | $5,601-27.8% | $4,311-6.2% |
| Admin fee / account holder | $96 | $162-40.5% | $10,328-99.1% | $188-48.7% |