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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 64 PO BOX 12765 · OVERLAND, KS 66282 | Recordkeeping Fees | $7,812 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,789 |
Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $161 |
Employer 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 | $24,921 | $98,766-74.8% | $149,730-83.4% | $79,852-68.8% |
| Participation rate | 86.6% | 75.8%+10.8pp | 82.5%+4.1pp | 69.6%+17.0pp |
| Annual return | 77.46% | 27.43%+50.0pp | 276.70%-199.2pp | 31.72%+45.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,588 | $5,681+139.2% | $6,843+98.6% | $3,740+263.3% |
| Admin fee / account holder | $91 | $6,052-98.5% | $9,310-99.0% | $5,306-98.3% |