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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $106,781 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,982 | $53,216-85.0% | $155,534-94.9% | $199,960-96.0% |
| Participation rate | 90.1% | 64.1%+26.0pp | 78.2%+11.9pp | 72.0%+18.1pp |
| Annual return | 17957.14% | 41.18%+17916.0pp | 64.92%+17892.2pp | 34.28%+17922.9pp |
| Employer contribution / active EE | $613 | $1,848-66.9% | $4,675-86.9% | $3,036-79.8% |
| Participant deferral / active EE | $1,887 | $3,164-40.3% | $5,630-66.5% | $5,087-62.9% |
| Admin fee / account holder | $91 | $186-50.9% | $15,900-99.4% | $269-66.1% |