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 | $48,050+28.8% | $96,754-36.1% | $64,340-3.8% |
| Participation rate | 99.4% | 40.6%+58.9pp | 70.3%+29.2pp | 55.2%+44.2pp |
| Annual return | 11.60% | 23.41%-11.8pp | 82.04%-70.4pp | 24.14%-12.5pp |
| Employer contribution / active EE | $4,358 | $1,204+262.0% | $2,679+62.7% | $1,862+134.1% |
| Participant deferral / active EE | $5,517 | $2,191+151.8% | $4,758+16.0% | $2,980+85.1% |
| Admin fee / account holder | $159 | $3,741-95.7% | $8,905-98.2% | $3,703-95.7% |