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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,000 |
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 | $137,232 | $91,474+50.0% | $135,982+0.9% | $71,529+91.9% |
| Participation rate | 92.0% | 75.7%+16.3pp | 81.9%+10.1pp | 67.9%+24.1pp |
| Annual return | 23.16% | 29.89%-6.7pp | 68.32%-45.2pp | 28.97%-5.8pp |
| Employer contribution / active EE | $4,020 | $3,705+8.5% | $4,859-17.3% | $2,590+55.2% |
| Participant deferral / active EE | $9,318 | $7,095+31.3% | $7,760+20.1% | $4,291+117.1% |
| Admin fee / account holder | $253 | $1,267-80.0% | $10,767-97.6% | $1,588-84.1% |