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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,903 |
M GREEN & COMPANY LLP1 year Filed as: M. GREEN AND COMPANY LLP Service code 10 3900 WEST CALDWELL AVE. · VISALIA, CA 93278 | Accounting | $8,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $7,603 | $42,419-82.1% | $104,301-92.7% | $77,906-90.2% |
| Participation rate | 99.1% | 51.6%+47.6pp | 73.3%+25.9pp | 73.7%+25.4pp |
| Annual return | -14.18% | -11.16%-3.0pp | 24.61%-38.8pp | 12.16%-26.3pp |
| Employer contribution / active EE | $1,338 | $1,105+21.0% | $3,373-60.3% | $2,846-53.0% |
| Participant deferral / active EE | $543 | $1,992-72.7% | $4,626-88.3% | $4,805-88.7% |
| Admin fee / account holder | $40 | $117-65.7% | $7,340-99.5% | $133-69.6% |