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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,496 |
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 | $9,363 | $47,105-80.1% | $68,368-86.3% | $67,986-86.2% |
| Participation rate | 99.2% | 51.8%+47.4pp | 73.8%+25.5pp | 57.2%+42.0pp |
| Annual return | 18.05% | 48.37%-30.3pp | 292.57%-274.5pp | 31.67%-13.6pp |
| Employer contribution / active EE | $1,748 | $1,859-5.9% | $2,649-34.0% | $2,019-13.4% |
| Participant deferral / active EE | $1,723 | $2,374-27.4% | $4,123-58.2% | $3,358-48.7% |
| Admin fee / account holder | $70 | $2,435-97.1% | $5,150-98.6% | $3,203-97.8% |