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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,836 |
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 | $68,332 | $91,394-25.2% | $130,026-47.4% | $74,440-8.2% |
| Participation rate | 97.1% | 77.8%+19.3pp | 78.5%+18.6pp | 70.7%+26.3pp |
| Annual return | 19.14% | 23.20%-4.1pp | -137.26%+156.4pp | 34.37%-15.2pp |
| Employer contribution / active EE | $2,389 | $2,565-6.9% | $4,321-44.7% | $2,638-9.4% |
| Participant deferral / active EE | $4,363 | $4,721-7.6% | $5,821-25.0% | $4,529-3.7% |
| Admin fee / account holder | $107 | $284-62.4% | $10,608-99.0% | $348-69.4% |