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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $258,092 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $86,080 |
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 | $47,933 | $144,879-66.9% | $111,306-56.9% | $93,010-48.5% |
| Participation rate | 96.9% | 86.1%+10.7pp | 77.3%+19.6pp | 73.9%+23.0pp |
| Annual return | 21.77% | 18.11%+3.7pp | 54.67%-32.9pp | 158.70%-136.9pp |
| Employer contribution / active EE | $3,429 | $3,052+12.3% | $2,732+25.5% | $2,705+26.8% |
| Participant deferral / active EE | $5,924 | $5,576+6.2% | $4,488+32.0% | $4,561+29.9% |
| Admin fee / account holder | $169 | $104+63.5% | $7,966-97.9% | $152+11.6% |