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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $144,881 |
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 | $78,467 | $106,230-26.1% | $147,080-46.7% | $77,736+0.9% |
| Participation rate | 99.1% | 78.4%+20.7pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 15.36% | 56.91%-41.5pp | 420.17%-404.8pp | 31.26%-15.9pp |
| Employer contribution / active EE | $3,364 | $4,072-17.4% | $4,933-31.8% | $2,728+23.3% |
| Participant deferral / active EE | $12,262 | $8,001+53.3% | $8,066+52.0% | $4,651+163.7% |
| Admin fee / account holder | $98 | $338-71.1% | $12,989-99.2% | $433-77.4% |