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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,178 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,118 | $58,895-82.8% | $178,503-94.3% | $73,497-86.2% |
| Participation rate | 78.3% | 66.2%+12.1pp | 81.9%-3.6pp | 70.7%+7.6pp |
| Annual return | 13.71% | 24.86%-11.2pp | 151.12%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $559 | $2,236-75.0% | $5,011-88.8% | $2,270-75.4% |
| Participant deferral / active EE | $926 | $2,567-63.9% | $5,202-82.2% | $3,740-75.2% |
| Admin fee / account holder | $10 | $400-97.6% | $13,987-99.9% | $513-98.1% |