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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,935 |
Service code 49 · EIN 51-6041053 | Other Services | $11,783 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,693 | $66,813-6.2% | $100,530-37.6% | $73,493-14.7% |
| Participation rate | 99.1% | 77.5%+21.6pp | 79.4%+19.7pp | 70.7%+28.4pp |
| Annual return | 13.82% | 25.70%-11.9pp | 30.89%-17.1pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,779 | $2,147+29.5% | $3,418-18.7% | $2,270+22.4% |
| Participant deferral / active EE | $6,306 | $5,883+7.2% | $6,271+0.6% | $3,740+68.6% |
| Admin fee / account holder | $253 | $512-50.5% | $8,083-96.9% | $513-50.6% |