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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,183 |
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 | $10,855 | $63,082-82.8% | $81,726-86.7% | $79,856-86.4% |
| Participation rate | 89.2% | 67.5%+21.7pp | 72.0%+17.2pp | 69.6%+19.6pp |
| Annual return | 99.35% | 22.66%+76.7pp | 29.49%+69.9pp | 31.71%+67.6pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,126 | $2,780+48.4% | $7,108-42.0% | $3,741+10.3% |
| Admin fee / account holder | $243 | $4,428-94.5% | $5,160-95.3% | $5,306-95.4% |