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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,758 |
Filed as: O N EQUITY SALES CO Service code 49 · EIN 31-0742113 | Other Services | $12,372 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,213 | $79,181+8.9% | $102,423-15.8% | $74,429+15.8% |
| Participation rate | 95.2% | 74.8%+20.4pp | 76.5%+18.7pp | 67.2%+28.0pp |
| Annual return | 11.05% | 54.97%-43.9pp | 29.42%-18.4pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $2,467 | $2,362+4.5% | $3,023-18.4% | $2,625-6.0% |
| Participant deferral / active EE | $5,992 | $4,416+35.7% | $5,054+18.6% | $4,348+37.8% |
| Admin fee / account holder | $269 | $2,002-86.5% | $9,455-97.2% | $1,944-86.1% |