Filed September 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,265 |
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).
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 | $61,872 | $45,312+36.5% | $86,233-28.3% | $67,986-9.0% |
| Participation rate | 99.4% | 42.4%+57.0pp | 69.0%+30.4pp | 57.2%+42.2pp |
| Annual return | 11.60% | 24.79%-13.2pp | 61.39%-49.8pp | 31.67%-20.1pp |
| Employer contribution / active EE | $4,358 | $1,160+275.8% | $2,504+74.0% | $2,019+115.9% |
| Participant deferral / active EE | $5,517 | $2,185+152.6% | $4,559+21.0% | $3,358+64.3% |
| Admin fee / account holder | $159 | $3,295-95.2% | $8,342-98.1% | $3,203-95.0% |