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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,749 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $16,942 |
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 | $44,034 | $60,261-26.9% | $81,783-46.2% | $74,546-40.9% |
| Participation rate | 98.4% | 62.9%+35.5pp | 72.4%+26.0pp | 67.2%+31.2pp |
| Annual return | 16.01% | 16.88%-0.9pp | 775.05%-759.0pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $6,583 | $2,622+151.1% | $2,913+126.0% | $2,624+150.8% |
| Participant deferral / active EE | $6,610 | $3,388+95.1% | $4,320+53.0% | $4,347+52.0% |
| Admin fee / account holder | $235 | $1,482-84.2% | $7,380-96.8% | $1,944-87.9% |