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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $55,021 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,855 | $78,852-43.1% | $76,768-41.6% | $75,289-40.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 77.0%+23.0pp | 72.4%+27.6pp |
| Annual return | -4.73% | -1.29%-3.4pp | 2.43%-7.2pp | -0.04%-4.7pp |
| Employer contribution / active EE | $2,170 | $2,794-22.3% | $2,485-12.7% | $2,405-9.8% |
| Participant deferral / active EE | $3,212 | $4,800-33.1% | $3,852-16.6% | $3,739-14.1% |
| Admin fee / account holder | $15 | $79-80.4% | $6,676-99.8% | $102-84.9% |