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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,902 |
THE LEADERS GROUP INC1 year Service code 49 · EIN 84-1275292 | Other Services | $21,799 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,149 | $30,599+5.1% | $74,577-56.9% | $57,658-44.2% |
| Participation rate | 49.5% | 49.1%+0.4pp | 68.1%-18.6pp | 70.2%-20.7pp |
| Annual return | 185.43% | 14.24%+171.2pp | 20.47%+165.0pp | 5.13%+180.3pp |
| Employer contribution / active EE | $1,682 | $1,000+68.2% | $2,525-33.4% | $1,974-14.8% |
| Participant deferral / active EE | $3,391 | $1,805+87.9% | $3,458-1.9% | $3,061+10.8% |
| Admin fee / account holder | $117 | $98+19.8% | $4,138-97.2% | $95+24.3% |