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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,178 |
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 | $134,493 | $60,795+121.2% | $69,483+93.6% | $65,186+106.3% |
| Participation rate | 98.5% | 74.9%+23.7pp | 74.6%+23.9pp | 70.2%+28.3pp |
| Annual return | 24.24% | 17.46%+6.8pp | 28.99%-4.7pp | 29.39%-5.1pp |
| Employer contribution / active EE | $6,133 | $2,452+150.1% | $2,780+120.7% | $2,177+181.8% |
| Participant deferral / active EE | $8,656 | $3,162+173.8% | $3,537+144.8% | $3,514+146.3% |
| Admin fee / account holder | $147 | $314-53.1% | $3,841-96.2% | $847-82.6% |