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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-1447816 | Contract Administrator | $16,047 |
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 | $86,708 | $93,598-7.4% | $135,974-36.2% | $75,173+15.3% |
| Participation rate | 79.7% | 75.2%+4.5pp | 81.9%-2.2pp | 67.2%+12.5pp |
| Annual return | 18.25% | 30.89%-12.6pp | 68.30%-50.1pp | 160.72%-142.5pp |
| Employer contribution / active EE | $2,332 | $3,538-34.1% | $4,859-52.0% | $2,671-12.7% |
| Participant deferral / active EE | $7,819 | $6,405+22.1% | $7,760+0.8% | $4,126+89.5% |
| Admin fee / account holder | $115 | $6,978-98.3% | $10,767-98.9% | $5,651-98.0% |