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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $12,081 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $28,731 | $78,425-63.4% | $95,956-70.1% | $79,858-64.0% |
| Participation rate | 77.8% | 73.5%+4.3pp | 77.1%+0.7pp | 69.6%+8.1pp |
| Annual return | 6.95% | 19.37%-12.4pp | 91.63%-84.7pp | 31.72%-24.8pp |
| Employer contribution / active EE | $2,534 | $1,945+30.2% | $2,541-0.3% | $2,471+2.5% |
| Participant deferral / active EE | $10,639 | $3,440+209.3% | $4,167+155.4% | $3,740+184.5% |
| Admin fee / account holder | $89 | $5,622-98.4% | $6,797-98.7% | $5,306-98.3% |