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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 | $60,454-71.4% | $81,844-78.9% | $74,459-76.8% |
| Participation rate | 90.1% | 63.0%+27.2pp | 72.4%+17.8pp | 67.2%+22.9pp |
| Annual return | 10.02% | 16.87%-6.9pp | 778.87%-768.9pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $1,053 | $2,630-60.0% | $2,916-63.9% | $2,626-59.9% |
| Participant deferral / active EE | $3,142 | $3,398-7.5% | $4,323-27.3% | $4,350-27.8% |
| Admin fee / account holder | $185 | $1,490-87.6% | $7,355-97.5% | $1,945-90.5% |