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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $120,923 |
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 | $54,355 | $105,173-48.3% | $87,102-37.6% | $77,775-30.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 19.17% | 24.52%-5.3pp | 28.19%-9.0pp | 32.58%-13.4pp |
| Employer contribution / active EE | $2,209 | $2,890-23.6% | $2,521-12.4% | $2,504-11.8% |
| Participant deferral / active EE | $3,307 | $5,048-34.5% | $4,048-18.3% | $3,966-16.6% |
| Admin fee / account holder | $30 | $105-71.0% | $7,493-99.6% | $100-69.7% |