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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $122,517 |
SORTINO ADVISORY PARTNER1 year Service code 27 · EIN 47-1680154 | Advisory (Plan) | $33,630 |
Service code 27 · EIN 47-1880154 | Advisory (Plan) | $32,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,946 | $45,000-55.7% | $143,797-86.1% | $77,906-74.4% |
| Participation rate | 89.4% | 66.8%+22.6pp | 80.3%+9.1pp | 73.7%+15.7pp |
| Annual return | -15.10% | 29.03%-44.1pp | -0.04%-15.1pp | 12.16%-27.3pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $3,085 | $3,157-2.3% | $5,638-45.3% | $4,805-35.8% |
| Admin fee / account holder | $94 | $98-4.0% | $14,679-99.4% | $133-28.8% |