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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,735 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,597 | $54,237-76.8% | $90,324-86.1% | $67,582-81.4% |
| Participation rate | 81.1% | 68.6%+12.5pp | 73.3%+7.9pp | 71.3%+9.9pp |
| Annual return | 21.03% | 37.27%-16.2pp | 78.15%-57.1pp | 378.57%-357.5pp |
| Employer contribution / active EE | $670 | $1,846-63.7% | $2,856-76.5% | $2,148-68.8% |
| Participant deferral / active EE | $1,835 | $2,625-30.1% | $3,885-52.8% | $3,539-48.1% |
| Admin fee / account holder | $125 | $123+1.6% | $5,356-97.7% | $142-11.9% |