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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $129,808 |
EMBREE FINANCIAL GROUP5 years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $68,588 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 | Contract Administrator | $11,234 |
Service code 13 · EIN 36-4430093 | Contract Administrator | $6,700 |
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 | $50,679 | $44,764+13.2% | $68,808-26.3% | $64,819-21.8% |
| Participation rate | 85.1% | 64.8%+20.3pp | 69.0%+16.1pp | 71.5%+13.6pp |
| Annual return | -13.42% | -10.91%-2.5pp | -6.37%-7.0pp | 32.84%-46.3pp |
| Employer contribution / active EE | $717 | $1,775-59.6% | $2,656-73.0% | $2,507-71.4% |
| Participant deferral / active EE | $5,960 | $3,238+84.1% | $3,942+51.2% | $4,311+38.3% |
| Admin fee / account holder | $298 | $151+97.0% | $4,936-94.0% | $188+58.7% |