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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,621 |
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 | $43,217 | $58,895-26.6% | $178,503-75.8% | $73,497-41.2% |
| Participation rate | 79.2% | 66.2%+12.9pp | 81.9%-2.8pp | 70.7%+8.5pp |
| Annual return | 18.51% | 24.86%-6.4pp | 151.12%-132.6pp | 28.51%-10.0pp |
| Employer contribution / active EE | $2,468 | $2,236+10.4% | $5,011-50.8% | $2,270+8.7% |
| Participant deferral / active EE | $5,190 | $2,567+102.2% | $5,202-0.2% | $3,740+38.8% |
| Admin fee / account holder | $14 | $400-96.5% | $13,987-99.9% | $513-97.2% |