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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $237,082 |
Service code 14 · EIN 84-0456274 | Plan Administrator | $60,982 |
Filed as: INNOVEST PORTFOLIO Service code 13 · EIN 84-1612955 | Contract Administrator | $37,598 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $26,811 |
SPENCER FANE LLP9 years Service code 29 · EIN 44-0561981 | Legal | $7,215 |
Employer contribution per participant 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 | $30,349 | $241,850-87.5% | $102,437-70.4% | $200,096-84.8% |
| Participation rate | 84.0% | 78.3%+5.7pp | 74.5%+9.5pp | 72.0%+12.0pp |
| Annual return | 12.39% | 17.67%-5.3pp | 24.95%-12.6pp | 34.26%-21.9pp |
| Employer contribution / active EE | $662 | $4,253-84.4% | $3,871-82.9% | $3,038-78.2% |
| Participant deferral / active EE | $2,168 | $3,961-45.3% | $5,060-57.2% | $5,090-57.4% |
| Admin fee / account holder | $181 | $288-37.1% | $8,388-97.8% | $269-32.8% |