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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 | $55,470+48.8% | $155,556-47.0% | $74,478+10.8% |
| Participation rate | 97.7% | 61.9%+35.8pp | 78.2%+19.5pp | 67.2%+30.5pp |
| Annual return | 10.18% | 269.80%-259.6pp | 64.84%-54.7pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $4,782 | $2,267+111.0% | $4,675+2.3% | $2,626+82.1% |
| Participant deferral / active EE | $8,035 | $2,838+183.1% | $5,631+42.7% | $4,350+84.7% |
| Admin fee / account holder | $227 | $1,744-87.0% | $15,885-98.6% | $1,946-88.3% |