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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,405 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $7,998 |
1231 year Service code 13 | Contract Administrator | $5,207 |
Service code 30 · EIN 20-5923747 | Employee (plan); Direct payment from ... | $3,453 |
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 | $16,523 | $61,356-73.1% | $149,696-89.0% | $71,511-76.9% |
| Participation rate | 90.6% | 62.5%+28.0pp | 78.8%+11.8pp | 67.9%+22.6pp |
| Annual return | 15.12% | 35.86%-20.7pp | 134.46%-119.3pp | 28.86%-13.7pp |
| Employer contribution / active EE | $937 | $2,382-60.7% | $4,821-80.6% | $2,589-63.8% |
| Participant deferral / active EE | $2,170 | $2,920-25.7% | $5,682-61.8% | $4,291-49.4% |
| Admin fee / account holder | $219 | $1,263-82.7% | $13,212-98.3% | $1,588-86.2% |