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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $9,562 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,465 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,514 | $55,446+48.8% | $155,574-47.0% | $74,429+10.9% |
| Participation rate | 97.7% | 61.9%+35.8pp | 78.2%+19.5pp | 67.2%+30.5pp |
| Annual return | 10.18% | 269.20%-259.0pp | 64.87%-54.7pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $4,782 | $2,266+111.0% | $4,676+2.3% | $2,625+82.2% |
| Participant deferral / active EE | $8,035 | $2,836+183.3% | $5,629+42.7% | $4,348+84.8% |
| Admin fee / account holder | $227 | $1,743-87.0% | $15,914-98.6% | $1,944-88.3% |