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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,597 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,070 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,087 | $101,672+28.9% | $147,117-10.9% | $74,478+76.0% |
| Participation rate | 94.0% | 75.5%+18.4pp | 82.2%+11.8pp | 67.2%+26.7pp |
| Annual return | 10.63% | 8757.83%-8747.2pp | 420.54%-409.9pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $8,604 | $3,813+125.6% | $4,932+74.4% | $2,626+227.6% |
| Participant deferral / active EE | $6,675 | $7,305-8.6% | $8,065-17.2% | $4,350+53.4% |
| Admin fee / account holder | $299 | $1,753-82.9% | $12,993-97.7% | $1,946-84.6% |