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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $18,755 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,751 | $44,714-58.1% | $91,225-79.4% | $66,938-72.0% |
| Participation rate | 76.3% | 65.0%+11.3pp | 73.2%+3.1pp | 69.8%+6.5pp |
| Annual return | -20.04% | -12.25%-7.8pp | 114.12%-134.2pp | 1.58%-21.6pp |
| Employer contribution / active EE | $46 | $1,710-97.3% | $2,851-98.4% | $2,545-98.2% |
| Participant deferral / active EE | $7,284 | $3,355+117.1% | $4,233+72.1% | $4,238+71.9% |
| Admin fee / account holder | $105 | $521-79.8% | $5,422-98.1% | $594-82.2% |