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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,172 |
Service code 27 · EIN 80-0067281 | Advisory (Plan) | $11,661 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,342 | $58,888-29.8% | $178,499-76.8% | $73,493-43.7% |
| Participation rate | 94.1% | 66.2%+27.8pp | 81.9%+12.1pp | 70.7%+23.4pp |
| Annual return | 8.06% | 24.86%-16.8pp | 151.10%-143.0pp | 28.51%-20.5pp |
| Employer contribution / active EE | $1,346 | $2,236-39.8% | $5,011-73.1% | $2,270-40.7% |
| Participant deferral / active EE | $3,260 | $2,568+27.0% | $5,202-37.3% | $3,740-12.8% |
| Admin fee / account holder | $247 | $400-38.2% | $13,986-98.2% | $513-51.8% |