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| Provider | Service type | Compensation |
|---|---|---|
CONTRYMAN ASSOCIATES1 year Filed as: CONTRYMAN ASSOCIATES, P.C. Service code 10 · EIN 47-0623143 | Accounting | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $558 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,792 | $44,425-17.2% | $67,834-45.8% | $55,167-33.3% |
| Participation rate | 26.6% | 59.7%-33.1pp | 68.8%-42.2pp | 69.0%-42.4pp |
| Annual return | 4.28% | 17.80%-13.5pp | 138.47%-134.2pp | 169.23%-165.0pp |
| Employer contribution / active EE | $122 | $1,351-91.0% | $2,403-94.9% | $1,963-93.8% |
| Participant deferral / active EE | $869 | $2,166-59.9% | $3,160-72.5% | $3,054-71.5% |
| Admin fee / account holder | $83 | $530-84.3% | $4,622-98.2% | $504-83.5% |