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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $194,922 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $64,396 |
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 | $42,422 | $176,471-76.0% | $95,964-55.8% | $90,274-53.0% |
| Participation rate | 93.2% | 86.6%+6.6pp | 77.1%+16.1pp | 73.4%+19.8pp |
| Annual return | 84.85% | 20.15%+64.7pp | 91.64%-6.8pp | 53.97%+30.9pp |
| Employer contribution / active EE | $3,465 | $2,783+24.5% | $2,541+36.3% | $2,523+37.3% |
| Participant deferral / active EE | $5,903 | $5,325+10.8% | $4,167+41.7% | $4,231+39.5% |
| Admin fee / account holder | $152 | $154-1.7% | $6,797-97.8% | $114+32.9% |