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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,326 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $26,896 |
Service code 13 · EIN 23-2773128 | Contract Administrator | $6,131 |
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 | $60,613 | $101,653-40.4% | $147,080-58.8% | $74,459-18.6% |
| Participation rate | 88.2% | 75.6%+12.7pp | 82.2%+6.1pp | 67.2%+21.0pp |
| Annual return | 25.27% | 8754.98%-8729.7pp | 420.17%-394.9pp | 1369.70%-1344.4pp |
| Employer contribution / active EE | $5,793 | $3,813+51.9% | $4,933+17.4% | $2,626+120.6% |
| Participant deferral / active EE | $10,589 | $7,304+45.0% | $8,066+31.3% | $4,350+143.4% |
| Admin fee / account holder | $284 | $1,752-83.8% | $12,989-97.8% | $1,945-85.4% |