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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,088 |
Filed as: QBOX Service code 27 · EIN 46-2486380 | Advisory (Plan) | $8,310 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,622 | $52,722-74.2% | $90,461-84.9% | $73,412-81.4% |
| Participation rate | 86.7% | 67.7%+19.0pp | 72.7%+14.0pp | 72.2%+14.5pp |
| Annual return | 7.32% | 20.70%-13.4pp | 1294.76%-1287.4pp | 59.30%-52.0pp |
| Employer contribution / active EE | $767 | $1,872-59.0% | $3,264-76.5% | $2,234-65.7% |
| Participant deferral / active EE | $2,166 | $2,810-22.9% | $3,964-45.4% | $3,806-43.1% |
| Admin fee / account holder | $144 | $117+23.0% | $5,617-97.4% | $158-9.0% |