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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,784 |
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 | $42,110 | $47,766-11.8% | $82,744-49.1% | $64,819-35.0% |
| Participation rate | 97.6% | 67.7%+30.0pp | 72.6%+25.1pp | 71.5%+26.2pp |
| Annual return | -10.89% | -13.06%+2.2pp | 702.22%-713.1pp | 32.84%-43.7pp |
| Employer contribution / active EE | $3,375 | $2,182+54.7% | $3,008+12.2% | $2,507+34.6% |
| Participant deferral / active EE | $1,779 | $3,332-46.6% | $4,395-59.5% | $4,311-58.7% |
| Admin fee / account holder | $67 | $143-53.3% | $5,325-98.7% | $188-64.4% |