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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,995 |
Service code 49 · EIN 51-0120742 | Other Services | $6,472 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,491 | $77,816-82.7% | $123,552-89.1% | $64,173-79.0% |
| Participation rate | 92.1% | 74.7%+17.4pp | 82.3%+9.8pp | 69.6%+22.6pp |
| Annual return | -6.81% | 12.49%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $895 | $3,014-70.3% | $4,628-80.7% | $2,381-62.4% |
| Participant deferral / active EE | $3,624 | $5,240-30.8% | $6,426-43.6% | $3,470+4.4% |
| Admin fee / account holder | $158 | $5,519-97.1% | $9,285-98.3% | $4,887-96.8% |