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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 | $69,774+189.6% | $67,561+199.0% | $74,429+171.4% |
| Participation rate | 96.7% | 71.4%+25.3pp | 72.9%+23.8pp | 67.2%+29.5pp |
| Annual return | 15.71% | -40.53%+56.2pp | 3525.44%-3509.7pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $8,023 | $2,710+196.0% | $2,735+193.4% | $2,625+205.6% |
| Participant deferral / active EE | $11,674 | $3,636+221.1% | $4,003+191.6% | $4,348+168.5% |
| Admin fee / account holder | $159 | $890-82.1% | $4,006-96.0% | $1,944-91.8% |