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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,465 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,759 | $102,422-71.9% | $147,117-80.5% | $80,959-64.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.10% | 135.16%-125.1pp | 420.54%-410.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,747 | $3,717-53.0% | $4,932-64.6% | $2,757-36.6% |
| Participant deferral / active EE | $9,353 | $6,652+40.6% | $8,065+16.0% | $4,300+117.5% |
| Admin fee / account holder | $202 | $7,953-97.5% | $12,993-98.4% | $6,925-97.1% |