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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $173,113 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,062 | $56,503-7.9% | $69,890-25.5% | $64,824-19.7% |
| Participation rate | 94.5% | 70.5%+24.0pp | 70.5%+24.0pp | 71.5%+23.0pp |
| Annual return | -7.32% | -13.44%+6.1pp | 190.84%-198.2pp | 32.84%-40.2pp |
| Employer contribution / active EE | $1,285 | $2,046-37.2% | $2,560-49.8% | $2,507-48.7% |
| Participant deferral / active EE | $4,276 | $3,389+26.2% | $3,848+11.1% | $4,311-0.8% |
| Admin fee / account holder | $147 | $160-8.0% | $6,267-97.6% | $188-21.5% |