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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $185,462 |
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 | $65,616 | $66,486-1.3% | $81,370-19.4% | $77,762-15.6% |
| Participation rate | 96.1% | 68.7%+27.4pp | 69.5%+26.6pp | 70.6%+25.5pp |
| Annual return | 14.62% | 15.95%-1.3pp | 24.85%-10.2pp | 31.27%-16.7pp |
| Employer contribution / active EE | $1,365 | $2,158-36.8% | $2,464-44.6% | $2,728-50.0% |
| Participant deferral / active EE | $4,531 | $3,677+23.2% | $3,885+16.6% | $4,651-2.6% |
| Admin fee / account holder | $159 | $586-72.9% | $5,749-97.2% | $433-63.3% |