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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $347,090 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,826 | $84,149-39.6% | $130,070-60.9% | $103,657-51.0% |
| Participation rate | 97.8% | 81.0%+16.8pp | 78.5%+19.3pp | 73.4%+24.4pp |
| Annual return | 22.53% | 25.45%-2.9pp | -137.40%+159.9pp | 33.13%-10.6pp |
| Employer contribution / active EE | $2,234 | $2,687-16.8% | $4,322-48.3% | $3,216-30.5% |
| Participant deferral / active EE | $6,242 | $5,201+20.0% | $5,821+7.2% | $5,218+19.6% |
| Admin fee / account holder | $49 | $75-35.3% | $10,600-99.5% | $114-57.4% |