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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $89,174 |
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 | $56,101 | $176,471-68.2% | $95,968-41.5% | $90,274-37.9% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 13.41% | 20.15%-6.7pp | 91.65%-78.2pp | 53.97%-40.6pp |
| Employer contribution / active EE | $1,235 | $2,783-55.6% | $2,542-51.4% | $2,523-51.0% |
| Participant deferral / active EE | $3,126 | $5,325-41.3% | $4,167-25.0% | $4,231-26.1% |
| Admin fee / account holder | $20 | $154-86.8% | $6,798-99.7% | $114-82.1% |