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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $238 |
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.
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 | $3,800 | $50,956-92.5% | $96,570-96.1% | $86,821-95.6% |
| Participation rate | 87.4% | 65.2%+22.2pp | 69.8%+17.6pp | 72.3%+15.1pp |
| Annual return | 162.59% | 21.27%+141.3pp | 37.79%+124.8pp | 97.94%+64.6pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,137 | $2,954-27.7% | $3,849-44.5% | $4,132-48.3% |
| Admin fee / account holder | $57 | $166-65.5% | $6,182-99.1% | $170-66.2% |