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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,217 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,462 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,702 | $96,900-92.1% | $111,392-93.1% | $75,289-89.8% |
| Participation rate | 92.3% | 85.9%+6.3pp | 78.9%+13.4pp | 72.4%+19.8pp |
| Annual return | -10.18% | 1.66%-11.8pp | -2.06%-8.1pp | -0.04%-10.1pp |
| Employer contribution / active EE | $3,318 | $5,520-39.9% | $4,328-23.3% | $2,405+38.0% |
| Participant deferral / active EE | $5,259 | $6,494-19.0% | $5,567-5.5% | $3,739+40.7% |
| Admin fee / account holder | $55 | $105-47.9% | $12,266-99.6% | $102-46.5% |