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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $103,731 |
MILLER RUSSELL ASSOCIATES1+ years Service code 16 · EIN 27-1529830 | Consulting | $43,221 |
Service code 10 · EIN 86-1014147 | Accounting | $16,500 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,103 | $31,810-62.0% | $64,105-81.1% | $59,188-79.6% |
| Participation rate | 75.0% | 57.7%+17.3pp | 68.2%+6.8pp | 69.4%+5.5pp |
| Annual return | -1.09% | 9.41%-10.5pp | 791.24%-792.3pp | 5.51%-6.6pp |
| Employer contribution / active EE | $296 | $659-55.1% | $1,820-83.7% | $2,098-85.9% |
| Participant deferral / active EE | $1,559 | $1,582-1.5% | $2,822-44.7% | $3,265-52.2% |
| Admin fee / account holder | $110 | $57+92.7% | $4,499-97.6% | $92+18.9% |