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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $3,894 |
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).
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 | $6,916 | $56,640-87.8% | $78,002-91.1% | $55,167-87.5% |
| Participation rate | 95.2% | 73.3%+21.9pp | 75.5%+19.7pp | 69.0%+26.2pp |
| Annual return | 10.18% | 2868.48%-2858.3pp | 425.99%-415.8pp | 169.23%-159.1pp |
| Employer contribution / active EE | $2,697 | $1,724+56.5% | $2,470+9.2% | $1,963+37.4% |
| Participant deferral / active EE | $2,142 | $2,778-22.9% | $3,497-38.8% | $3,054-29.9% |
| Admin fee / account holder | $32 | $467-93.1% | $5,481-99.4% | $504-93.6% |