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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,435 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $16,123 |
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 | $37,984 | $72,620-47.7% | $90,756-58.1% | $66,930-43.2% |
| Participation rate | 89.9% | 73.7%+16.2pp | 75.7%+14.2pp | 69.8%+20.0pp |
| Annual return | -11.71% | -12.28%+0.6pp | -12.16%+0.5pp | 1.57%-13.3pp |
| Employer contribution / active EE | $2,955 | $2,369+24.7% | $2,922+1.2% | $2,545+16.1% |
| Participant deferral / active EE | $3,707 | $3,979-6.8% | $4,565-18.8% | $4,238-12.5% |
| Admin fee / account holder | $218 | $707-69.2% | $8,445-97.4% | $593-63.3% |