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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $53,195 |
Service code 16 · EIN 47-1411118 | Consulting | $37,506 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,684 | $55,694-73.6% | $81,882-82.1% | $200,096-92.7% |
| Participation rate | 74.0% | 62.7%+11.3pp | 72.4%+1.6pp | 72.0%+1.9pp |
| Annual return | 12.13% | 19.59%-7.5pp | 779.47%-767.3pp | 34.26%-22.1pp |
| Employer contribution / active EE | $1,390 | $2,114-34.2% | $2,916-52.3% | $3,038-54.2% |
| Participant deferral / active EE | $1,278 | $3,299-61.3% | $4,323-70.4% | $5,090-74.9% |
| Admin fee / account holder | $88 | $348-74.8% | $7,360-98.8% | $269-67.5% |