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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $113,068 |
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 | $36,527 | $58,644-37.7% | $178,505-79.5% | $200,096-81.7% |
| Participation rate | 94.9% | 65.5%+29.4pp | 77.1%+17.7pp | 72.0%+22.8pp |
| Annual return | 16.34% | 19.25%-2.9pp | 27.16%-10.8pp | 34.26%-17.9pp |
| Employer contribution / active EE | $1,995 | $1,801+10.7% | $3,955-49.6% | $3,038-34.3% |
| Participant deferral / active EE | $3,401 | $4,248-19.9% | $6,280-45.8% | $5,090-33.2% |
| Admin fee / account holder | $89 | $145-38.7% | $10,428-99.1% | $269-66.9% |