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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,621 |
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,771 | $37,196-3.8% | $154,111-76.8% | $55,725-35.8% |
| Participation rate | 79.8% | 64.1%+15.7pp | 83.0%-3.3pp | 70.9%+8.9pp |
| Annual return | -4.39% | 1319.68%-1324.1pp | 735.18%-739.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,467 | $1,614-9.1% | $5,298-72.3% | $2,078-29.4% |
| Participant deferral / active EE | $2,585 | $2,068+25.0% | $5,081-49.1% | $3,356-23.0% |
| Admin fee / account holder | $152 | $102+49.7% | $13,411-98.9% | $115+32.0% |