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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 | $79,045-34.8% | $100,378-48.7% | $74,429-30.8% |
| Participation rate | 73.2% | 79.4%-6.3pp | 81.5%-8.3pp | 67.2%+6.0pp |
| Annual return | 16.48% | 20.61%-4.1pp | 49.41%-32.9pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $691 | $3,015-77.1% | $3,942-82.5% | $2,625-73.7% |
| Participant deferral / active EE | $65 | $7,751-99.2% | $8,087-99.2% | $4,348-98.5% |
| Admin fee / account holder | $67 | $1,335-95.0% | $7,899-99.1% | $1,944-96.5% |