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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,228 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $51,837 |
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 | $65,038 | $64,728+0.5% | $114,563-43.2% | $64,728+0.5% |
| Participation rate | 98.9% | 57.9%+41.0pp | 72.9%+26.0pp | 57.9%+41.0pp |
| Annual return | 19.91% | 49.38%-29.5pp | 241.09%-221.2pp | 49.38%-29.5pp |
| Employer contribution / active EE | $4,542 | $2,243+102.5% | $2,592+75.2% | $2,243+102.5% |
| Participant deferral / active EE | $8,340 | $2,729+205.5% | $4,142+101.3% | $2,729+205.5% |
| Admin fee / account holder | $258 | $1,145-77.5% | $7,623-96.6% | $1,145-77.5% |