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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $350 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,114 | $57,073-98.0% | $85,126-98.7% | $80,925-98.6% |
| Participation rate | 93.6% | 56.4%+37.2pp | 67.5%+26.1pp | 67.7%+26.0pp |
| Annual return | 15.74% | 21.69%-6.0pp | 66.63%-50.9pp | 35.65%-19.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,128 | $3,113-31.6% | $4,523-53.0% | $4,299-50.5% |
| Admin fee / account holder | $27 | $4,988-99.5% | $6,160-99.6% | $6,940-99.6% |