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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 | $79,223+8.8% | $102,460-15.9% | $74,478+15.8% |
| Participation rate | 95.2% | 74.8%+20.5pp | 76.5%+18.7pp | 67.2%+28.0pp |
| Annual return | 11.05% | 54.98%-43.9pp | 29.47%-18.4pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $2,467 | $2,363+4.4% | $3,025-18.4% | $2,626-6.1% |
| Participant deferral / active EE | $5,992 | $4,417+35.7% | $5,056+18.5% | $4,350+37.7% |
| Admin fee / account holder | $269 | $2,003-86.6% | $9,460-97.2% | $1,946-86.2% |