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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,193 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $13,996 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,303 | $60,261-71.3% | $81,783-78.8% | $74,546-76.8% |
| Participation rate | 90.1% | 62.9%+27.3pp | 72.4%+17.8pp | 67.2%+22.9pp |
| Annual return | 10.02% | 16.88%-6.9pp | 775.05%-765.0pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $1,053 | $2,622-59.8% | $2,913-63.8% | $2,624-59.9% |
| Participant deferral / active EE | $3,142 | $3,388-7.3% | $4,320-27.3% | $4,347-27.7% |
| Admin fee / account holder | $185 | $1,482-87.5% | $7,380-97.5% | $1,944-90.5% |