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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,531 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $26,261 |
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 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,259 | $66,124-83.0% | $90,440-87.6% | $73,493-84.7% |
| Participation rate | 99.1% | 69.7%+29.4pp | 72.7%+26.4pp | 70.7%+28.4pp |
| Annual return | 18.57% | 17.65%+0.9pp | 1294.38%-1275.8pp | 28.51%-9.9pp |
| Employer contribution / active EE | $2,800 | $2,346+19.3% | $3,263-14.2% | $2,270+23.3% |
| Participant deferral / active EE | $11,064 | $3,039+264.1% | $3,964+179.1% | $3,740+195.8% |
| Admin fee / account holder | $114 | $396-71.1% | $5,615-98.0% | $513-77.7% |