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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $170,639 |
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 the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,891 | $73,034-34.4% | $76,872-37.7% | $80,157-40.3% |
| Participation rate | 87.8% | 78.1%+9.7pp | 69.6%+18.2pp | 72.9%+14.9pp |
| Annual return | 12.61% | 18.56%-5.9pp | 37.90%-25.3pp | 40.39%-27.8pp |
| Employer contribution / active EE | $3,424 | $2,779+23.2% | $2,533+35.2% | $2,977+15.0% |
| Participant deferral / active EE | $2,456 | $4,140-40.7% | $3,832-35.9% | $5,015-51.0% |
| Admin fee / account holder | $101 | $104-2.8% | $5,476-98.2% | $145-30.5% |