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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,246 |
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 | $149,331 | $78,562+90.1% | $105,608+41.4% | $74,429+100.6% |
| Participation rate | 94.5% | 72.8%+21.7pp | 75.3%+19.3pp | 67.2%+27.3pp |
| Annual return | 27.67% | 15.94%+11.7pp | 116.50%-88.8pp | 1368.38%-1340.7pp |
| Employer contribution / active EE | $1,443 | $2,521-42.8% | $3,167-54.5% | $2,625-45.0% |
| Participant deferral / active EE | $8,730 | $4,321+102.0% | $5,010+74.3% | $4,348+100.8% |
| Admin fee / account holder | $252 | $2,217-88.6% | $11,028-97.7% | $1,944-87.0% |