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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 | $51,895+25.3% | $93,063-30.1% | $79,634-18.3% |
| Participation rate | 98.9% | 52.6%+46.3pp | 72.1%+26.8pp | 62.5%+36.4pp |
| Annual return | 19.91% | 18.14%+1.8pp | 34.15%-14.2pp | 36.46%-16.6pp |
| Employer contribution / active EE | $4,542 | $1,561+191.0% | $2,476+83.4% | $2,529+79.6% |
| Participant deferral / active EE | $8,340 | $2,964+181.4% | $3,958+110.7% | $3,835+117.5% |
| Admin fee / account holder | $258 | $657-60.7% | $6,033-95.7% | $1,002-74.2% |