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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,577 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $66,818 |
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 | $39,088 | $82,163-52.4% | $125,363-68.8% | $64,814-39.7% |
| Participation rate | 82.3% | 77.9%+4.4pp | 82.4%-0.1pp | 71.5%+10.8pp |
| Annual return | -6.50% | 3.49%-10.0pp | 572.15%-578.6pp | 32.84%-39.3pp |
| Employer contribution / active EE | $4,213 | $3,616+16.5% | $4,815-12.5% | $2,507+68.1% |
| Participant deferral / active EE | $7,544 | $7,175+5.1% | $7,447+1.3% | $4,310+75.0% |
| Admin fee / account holder | $179 | $163+9.6% | $10,005-98.2% | $188-4.7% |