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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,089 |
Service code 49 | Other Services | $23,075 |
Service code 49 · EIN 56-3734291 | Other Services | $0 |
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 | $70,037 | $52,967+32.2% | $172,753-59.5% | $65,186+7.4% |
| Participation rate | 93.6% | 66.2%+27.4pp | 82.6%+11.0pp | 70.2%+23.4pp |
| Annual return | 21.81% | 30.12%-8.3pp | 803.00%-781.2pp | 29.39%-7.6pp |
| Employer contribution / active EE | $4,031 | $2,190+84.0% | $5,144-21.6% | $2,177+85.2% |
| Participant deferral / active EE | $5,864 | $2,471+137.3% | $5,198+12.8% | $3,514+66.9% |
| Admin fee / account holder | $298 | $472-36.8% | $13,956-97.9% | $847-64.8% |