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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,503 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,991 | $95,438-14.1% | $135,982-39.7% | $74,473+10.1% |
| Participation rate | 87.0% | 78.2%+8.8pp | 81.9%+5.1pp | 70.7%+16.2pp |
| Annual return | -7.02% | 32.61%-39.6pp | 68.32%-75.3pp | 34.36%-41.4pp |
| Employer contribution / active EE | $2,871 | $3,878-26.0% | $4,859-40.9% | $2,638+8.8% |
| Participant deferral / active EE | $5,365 | $7,790-31.1% | $7,760-30.9% | $4,530+18.4% |
| Admin fee / account holder | $225 | $259-13.2% | $10,767-97.9% | $347-35.2% |