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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $108,257 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $51,244 |
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 | $58,495 | $82,163-28.8% | $125,381-53.3% | $64,819-9.8% |
| Participation rate | 95.4% | 77.9%+17.6pp | 82.4%+13.1pp | 71.5%+24.0pp |
| Annual return | -14.65% | 3.49%-18.1pp | 572.31%-587.0pp | 32.84%-47.5pp |
| Employer contribution / active EE | $4,611 | $3,616+27.5% | $4,815-4.2% | $2,507+83.9% |
| Participant deferral / active EE | $9,971 | $7,175+39.0% | $7,448+33.9% | $4,311+131.3% |
| Admin fee / account holder | $128 | $163-21.6% | $10,007-98.7% | $188-31.8% |