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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,539 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,674 | $136,307-72.4% | $177,840-78.8% | $73,493-48.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 18.60% | 18.68%-0.1pp | 48.32%-29.7pp | 28.51%-9.9pp |
| Employer contribution / active EE | $6,187 | $3,712+66.7% | $5,919+4.5% | $2,270+172.6% |
| Participant deferral / active EE | $4,238 | $5,829-27.3% | $7,714-45.1% | $3,740+13.3% |
| Admin fee / account holder | $149 | $596-75.0% | $12,431-98.8% | $513-71.0% |