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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $255,837 |
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 | $74,757 | $80,187-6.8% | $70,160+6.6% | $80,187-6.8% |
| Participation rate | 97.2% | 72.9%+24.3pp | 78.8%+18.4pp | 72.9%+24.3pp |
| Annual return | 21.43% | 40.40%-19.0pp | 19.08%+2.3pp | 40.40%-19.0pp |
| Employer contribution / active EE | $2,861 | $2,980-4.0% | $4,285-33.2% | $2,980-4.0% |
| Participant deferral / active EE | $4,943 | $5,016-1.5% | $5,394-8.4% | $5,016-1.5% |
| Admin fee / account holder | $75 | $145-48.1% | $4,582-98.4% | $145-48.1% |