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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Participant loan processing; Claims p... | $9,511 |
FORUSALL, INC.1 year Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $9,238 |
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 | $14,109 | $60,989-76.9% | $60,906-76.8% | $66,938-78.9% |
| Participation rate | 94.5% | 74.5%+20.1pp | 73.1%+21.4pp | 69.8%+24.7pp |
| Annual return | 2.60% | -9.60%+12.2pp | 16.94%-14.3pp | 1.58%+1.0pp |
| Employer contribution / active EE | $1,392 | $2,661-47.7% | $2,703-48.5% | $2,545-45.3% |
| Participant deferral / active EE | $4,611 | $3,615+27.6% | $3,814+20.9% | $4,238+8.8% |
| Admin fee / account holder | $79 | $338-76.7% | $3,227-97.6% | $594-86.7% |