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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,475 |
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 | $69,629 | $71,666-2.8% | $117,861-40.9% | $69,6310% |
| Participation rate | 92.2% | 77.5%+14.6pp | 79.7%+12.5pp | 70.7%+21.5pp |
| Annual return | 14.52% | 18.86%-4.3pp | 335.11%-320.6pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $3,349 | $1,889+77.3% | $3,786-11.6% | $2,032+64.8% |
| Participant deferral / active EE | $2,873 | $3,340-14.0% | $4,482-35.9% | $3,224-10.9% |
| Admin fee / account holder | $231 | $120+91.8% | $8,021-97.1% | $110+108.9% |