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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,608 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,423 | $54,573-25.9% | $90,970-55.6% | $73,493-45.0% |
| Participation rate | 95.3% | 61.2%+34.1pp | 69.0%+26.3pp | 70.7%+24.6pp |
| Annual return | 23.46% | 16.69%+6.8pp | 134.58%-111.1pp | 28.51%-5.1pp |
| Employer contribution / active EE | $814 | $991-17.9% | $2,122-61.6% | $2,270-64.1% |
| Participant deferral / active EE | $6,048 | $2,517+140.3% | $3,373+79.3% | $3,740+61.7% |
| Admin fee / account holder | $101 | $521-80.7% | $5,960-98.3% | $513-80.4% |