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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 | $69,745+189.7% | $67,511+199.3% | $74,546+171.0% |
| Participation rate | 96.7% | 71.3%+25.3pp | 72.9%+23.8pp | 67.2%+29.5pp |
| Annual return | 15.71% | -40.37%+56.1pp | 3517.41%-3501.7pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $8,023 | $2,705+196.6% | $2,733+193.6% | $2,624+205.7% |
| Participant deferral / active EE | $11,674 | $3,636+221.1% | $4,000+191.8% | $4,347+168.5% |
| Admin fee / account holder | $159 | $894-82.2% | $3,999-96.0% | $1,944-91.8% |