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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,913 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $19,980 |
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 | $49,089 | $79,089-37.9% | $100,392-51.1% | $74,459-34.1% |
| Participation rate | 95.4% | 79.4%+16.0pp | 81.5%+13.9pp | 67.2%+28.2pp |
| Annual return | 16.20% | 20.61%-4.4pp | 49.45%-33.2pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $1,393 | $3,015-53.8% | $3,941-64.7% | $2,626-47.0% |
| Participant deferral / active EE | $8,071 | $7,747+4.2% | $8,090-0.2% | $4,350+85.6% |
| Admin fee / account holder | $201 | $1,336-84.9% | $7,904-97.5% | $1,945-89.7% |