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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,280 |
Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,219 | $70,684-79.9% | $169,390-91.6% | $75,173-81.1% |
| Participation rate | 87.5% | 64.8%+22.7pp | 77.2%+10.3pp | 67.2%+20.3pp |
| Annual return | -73.71% | 36.38%-110.1pp | 406.07%-479.8pp | 160.72%-234.4pp |
| Employer contribution / active EE | $1,481 | $2,211-33.0% | $4,013-63.1% | $2,671-44.6% |
| Participant deferral / active EE | $5,386 | $4,310+25.0% | $6,222-13.4% | $4,126+30.5% |
| Admin fee / account holder | $239 | $5,404-95.6% | $9,015-97.3% | $5,651-95.8% |