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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,339 |
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 | $22,371 | $62,928-64.5% | $172,753-87.1% | $67,582-66.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 20.85% | 30.36%-9.5pp | 803.00%-782.2pp | 378.57%-357.7pp |
| Employer contribution / active EE | $1,560 | $1,636-4.6% | $5,144-69.7% | $2,148-27.4% |
| Participant deferral / active EE | $2,268 | $2,145+5.7% | $5,198-56.4% | $3,539-35.9% |
| Admin fee / account holder | $18 | $167-89.4% | $13,956-99.9% | $142-87.6% |