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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 | $5,479 |
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 | $59,613 | $65,437-8.9% | $86,698-31.2% | $66,949-11.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -17.43% | -10.91%-6.5pp | 35.96%-53.4pp | 1.57%-19.0pp |
| Employer contribution / active EE | $4,702 | $2,154+118.4% | $2,837+65.8% | $2,545+84.7% |
| Participant deferral / active EE | $4,965 | $4,102+21.0% | $4,656+6.6% | $4,239+17.1% |
| Admin fee / account holder | $74 | $642-88.5% | $7,492-99.0% | $594-87.6% |