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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,850 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,706 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,335 | $49,940-9.2% | $95,728-52.6% | $74,440-39.1% |
| Participation rate | 99.3% | 66.8%+32.5pp | 72.3%+27.0pp | 70.7%+28.6pp |
| Annual return | 21.38% | 24.92%-3.5pp | 28.40%-7.0pp | 34.37%-13.0pp |
| Employer contribution / active EE | $4,313 | $1,639+163.1% | $2,835+52.1% | $2,638+63.5% |
| Participant deferral / active EE | $8,078 | $3,753+115.3% | $4,245+90.3% | $4,529+78.4% |
| Admin fee / account holder | $224 | $300-25.4% | $5,673-96.1% | $348-35.7% |