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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 | $55,472+48.7% | $155,567-47.0% | $74,546+10.7% |
| Participation rate | 97.7% | 61.9%+35.8pp | 78.2%+19.5pp | 67.2%+30.5pp |
| Annual return | 10.18% | 268.72%-258.5pp | 64.74%-54.6pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $4,782 | $2,269+110.8% | $4,674+2.3% | $2,624+82.2% |
| Participant deferral / active EE | $8,035 | $2,838+183.1% | $5,628+42.8% | $4,347+84.8% |
| Admin fee / account holder | $227 | $1,743-87.0% | $15,916-98.6% | $1,944-88.3% |