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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,872 | $48,750+26.9% | $88,946-30.4% | $74,304-16.7% |
| Participation rate | 99.4% | 44.5%+54.9pp | 68.8%+30.6pp | 60.3%+39.1pp |
| Annual return | 11.60% | 25.91%-14.3pp | 57.82%-46.2pp | 29.43%-17.8pp |
| Employer contribution / active EE | $4,358 | $1,255+247.3% | $2,555+70.6% | $2,241+94.5% |
| Participant deferral / active EE | $5,517 | $2,423+127.7% | $4,581+20.4% | $3,767+46.4% |
| Admin fee / account holder | $159 | $3,756-95.8% | $8,261-98.1% | $2,969-94.6% |