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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,385 |
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 | $55,528 | $95,369-41.8% | $135,942-59.2% | $74,440-25.4% |
| Participation rate | 91.8% | 78.2%+13.5pp | 81.9%+9.8pp | 70.7%+21.0pp |
| Annual return | 28.18% | 32.72%-4.5pp | 68.28%-40.1pp | 34.37%-6.2pp |
| Employer contribution / active EE | $7,858 | $3,878+102.6% | $4,858+61.8% | $2,638+197.9% |
| Participant deferral / active EE | $9,597 | $7,788+23.2% | $7,759+23.7% | $4,529+111.9% |
| Admin fee / account holder | $29 | $266-89.3% | $10,764-99.7% | $348-91.8% |