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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,074 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,361 | $88,122+16.2% | $141,191-27.5% | $67,579+51.5% |
| Participation rate | 87.9% | 76.5%+11.5pp | 82.5%+5.4pp | 71.3%+16.6pp |
| Annual return | 22.69% | 75.40%-52.7pp | 71.41%-48.7pp | 378.56%-355.9pp |
| Employer contribution / active EE | $439 | $3,224-86.4% | $4,736-90.7% | $2,148-79.5% |
| Participant deferral / active EE | $8,912 | $5,958+49.6% | $6,710+32.8% | $3,539+151.8% |
| Admin fee / account holder | $141 | $131+7.6% | $10,264-98.6% | $142-1.0% |