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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,078 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,519 | $78,976-34.8% | $100,383-48.7% | $74,546-30.9% |
| Participation rate | 73.2% | 79.5%-6.3pp | 81.5%-8.3pp | 67.2%+6.0pp |
| Annual return | 16.48% | 20.62%-4.1pp | 49.26%-32.8pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $691 | $3,019-77.1% | $3,944-82.5% | $2,624-73.7% |
| Participant deferral / active EE | $65 | $7,758-99.2% | $8,086-99.2% | $4,347-98.5% |
| Admin fee / account holder | $67 | $1,330-94.9% | $7,900-99.1% | $1,944-96.5% |