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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 53-0181291 | Advisory (Plan) | $7,510 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,257 |
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 | $47,267 | $65,437-27.8% | $86,698-45.5% | $66,949-29.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -11.46% | -10.91%-0.5pp | 35.96%-47.4pp | 1.57%-13.0pp |
| Employer contribution / active EE | $3,226 | $2,154+49.8% | $2,837+13.7% | $2,545+26.7% |
| Participant deferral / active EE | $2,733 | $4,102-33.4% | $4,656-41.3% | $4,239-35.5% |
| Admin fee / account holder | $54 | $642-91.6% | $7,492-99.3% | $594-90.9% |