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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $25,134 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,741 | $105,210-81.2% | $159,487-87.6% | $85,851-77.0% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.8%+12.9pp | 69.3%+26.5pp |
| Annual return | 21.92% | 45.08%-23.2pp | 263.71%-241.8pp | 318.63%-296.7pp |
| Employer contribution / active EE | $1,541 | $3,319-53.6% | $4,831-68.1% | $2,565-39.9% |
| Participant deferral / active EE | $5,775 | $5,946-2.9% | $7,354-21.5% | $3,952+46.1% |
| Admin fee / account holder | $151 | $6,934-97.8% | $10,804-98.6% | $6,261-97.6% |