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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,215 |
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 | $123,911 | $71,534+73.2% | $98,462+25.8% | $71,529+73.2% |
| Participation rate | 96.5% | 72.7%+23.8pp | 75.2%+21.4pp | 67.9%+28.6pp |
| Annual return | 17.15% | 32.44%-15.3pp | 21.17%-4.0pp | 28.97%-11.8pp |
| Employer contribution / active EE | $1,631 | $2,399-32.0% | $3,049-46.5% | $2,590-37.0% |
| Participant deferral / active EE | $8,393 | $4,109+104.3% | $4,738+77.1% | $4,291+95.6% |
| Admin fee / account holder | $237 | $1,677-85.9% | $8,875-97.3% | $1,588-85.1% |