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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $20,935 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,551 | $82,678-76.4% | $125,391-84.4% | $68,490-71.5% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.41%-589.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $474 | $3,382-86.0% | $4,816-90.2% | $2,597-81.8% |
| Participant deferral / active EE | $5,797 | $6,111-5.1% | $7,448-22.2% | $4,028+43.9% |
| Admin fee / account holder | $138 | $6,277-97.8% | $10,009-98.6% | $5,403-97.5% |