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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $32,637 |
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 | $23,887 | $91,710-74.0% | $67,560-64.6% | $77,762-69.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 240.64% | 14.88%+225.8pp | 3533.50%-3292.9pp | 31.27%+209.4pp |
| Employer contribution / active EE | $4,779 | $3,187+49.9% | $2,737+74.6% | $2,728+75.2% |
| Participant deferral / active EE | $2,979 | $3,911-23.8% | $4,004-25.6% | $4,651-35.9% |
| Admin fee / account holder | $86 | $245-64.9% | $3,994-97.8% | $433-80.2% |