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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,261 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,550 | $91,439+7.8% | $135,974-27.5% | $71,511+37.8% |
| Participation rate | 99.1% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | -28.24% | 29.90%-58.1pp | 68.30%-96.5pp | 28.86%-57.1pp |
| Employer contribution / active EE | $5,344 | $3,705+44.2% | $4,859+10.0% | $2,589+106.4% |
| Participant deferral / active EE | $19,880 | $7,093+180.3% | $7,760+156.2% | $4,291+363.3% |
| Admin fee / account holder | $221 | $1,267-82.6% | $10,767-98.0% | $1,588-86.1% |