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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $108,582 |
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 | $30,364 | $52,523-42.2% | $117,498-74.2% | $77,906-61.0% |
| Participation rate | 97.3% | 61.6%+35.7pp | 70.6%+26.7pp | 73.7%+23.6pp |
| Annual return | -16.71% | -13.76%-2.9pp | 29.75%-46.5pp | 12.16%-28.9pp |
| Employer contribution / active EE | $2,024 | $2,166-6.5% | $4,178-51.6% | $2,846-28.9% |
| Participant deferral / active EE | $4,118 | $3,087+33.4% | $4,071+1.1% | $4,805-14.3% |
| Admin fee / account holder | $80 | $99-19.0% | $5,646-98.6% | $133-39.4% |