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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,335 |
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 | $181,415 | $65,092+178.7% | $143,799+26.2% | $66,938+171.0% |
| Participation rate | 92.1% | 65.2%+26.9pp | 80.3%+11.7pp | 69.8%+22.2pp |
| Annual return | -17.34% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $7,807 | $2,362+230.6% | $4,952+57.6% | $2,545+206.7% |
| Participant deferral / active EE | $5,494 | $2,920+88.1% | $5,638-2.6% | $4,238+29.6% |
| Admin fee / account holder | $14 | $502-97.2% | $14,677-99.9% | $594-97.6% |