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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,972 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,084 | $80,753-57.8% | $136,297-75.0% | $62,293-45.3% |
| Participation rate | 71.9% | 73.5%-1.6pp | 81.9%-10.0pp | 69.5%+2.4pp |
| Annual return | 22.32% | 35.83%-13.5pp | 5156.19%-5133.9pp | 28.90%-6.6pp |
| Employer contribution / active EE | $2,371 | $2,884-17.8% | $4,696-49.5% | $2,042+16.1% |
| Participant deferral / active EE | $4,832 | $5,164-6.4% | $6,247-22.6% | $3,169+52.5% |
| Admin fee / account holder | $80 | $525-84.8% | $9,244-99.1% | $479-83.3% |