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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $149,457 |
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 | $15,624 | $47,456-67.1% | $172,753-91.0% | $77,775-79.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 23.33% | 35.57%-12.2pp | 803.00%-779.7pp | 32.58%-9.2pp |
| Employer contribution / active EE | $597 | $1,574-62.0% | $5,144-88.4% | $2,504-76.1% |
| Participant deferral / active EE | $1,317 | $2,560-48.6% | $5,198-74.7% | $3,966-66.8% |
| Admin fee / account holder | $57 | $81-29.4% | $13,956-99.6% | $100-43.0% |