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| Provider | Service type | Compensation |
|---|---|---|
VERISIGHT, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $2,775 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,702 | $225,135-51.3% | $123,894-11.5% | - |
| Participation rate | 100.0% | 69.5%+30.5pp | 81.4%+18.6pp | - |
| Annual return | 8.75% | 8.01%+0.7pp | 47.52%-38.8pp | - |
| Employer contribution / active EE | $3,246 | $2,580+25.8% | $4,617-29.7% | - |
| Participant deferral / active EE | $6,036 | $4,315+39.9% | $5,984+0.9% | - |
| Admin fee / account holder | $390 | $19,833-98.0% | $8,357-95.3% | - |