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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $7,429 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,340 | $47,898-80.5% | $117,533-92.1% | $64,819-85.6% |
| Participation rate | 74.5% | 61.9%+12.6pp | 70.6%+3.9pp | 71.5%+3.0pp |
| Annual return | -15.43% | -15.54%+0.1pp | 29.77%-45.2pp | 32.84%-48.3pp |
| Employer contribution / active EE | $540 | $1,774-69.6% | $4,179-87.1% | $2,507-78.5% |
| Participant deferral / active EE | $1,878 | $3,151-40.4% | $4,072-53.9% | $4,311-56.4% |
| Admin fee / account holder | $24 | $132-81.4% | $5,647-99.6% | $188-87.0% |