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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,331 |
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 | $202,033 | $69,708+189.8% | $67,560+199.0% | $74,478+171.3% |
| Participation rate | 96.7% | 71.4%+25.2pp | 72.9%+23.7pp | 67.2%+29.4pp |
| Annual return | 15.71% | -40.67%+56.4pp | 3533.50%-3517.8pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $8,023 | $2,715+195.5% | $2,737+193.1% | $2,626+205.5% |
| Participant deferral / active EE | $11,674 | $3,637+221.0% | $4,004+191.6% | $4,350+168.4% |
| Admin fee / account holder | $159 | $887-82.1% | $3,994-96.0% | $1,946-91.8% |