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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,541 |
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 | $216,068 | $61,356+252.2% | $149,696+44.3% | $71,511+202.1% |
| Participation rate | 89.7% | 62.5%+27.2pp | 78.8%+10.9pp | 67.9%+21.7pp |
| Annual return | 17.09% | 35.86%-18.8pp | 134.46%-117.4pp | 28.86%-11.8pp |
| Employer contribution / active EE | $7,732 | $2,382+224.6% | $4,821+60.4% | $2,589+198.6% |
| Participant deferral / active EE | $5,454 | $2,920+86.8% | $5,682-4.0% | $4,291+27.1% |
| Admin fee / account holder | $104 | $1,263-91.8% | $13,212-99.2% | $1,588-93.5% |