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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $19,795 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,233 |
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 | $41,323 | $64,176-35.6% | $112,263-63.2% | $66,949-38.3% |
| Participation rate | 92.4% | 68.4%+23.9pp | 75.1%+17.3pp | 69.8%+22.6pp |
| Annual return | -17.95% | -13.80%-4.1pp | 27.49%-45.4pp | 1.57%-19.5pp |
| Employer contribution / active EE | $2,118 | $3,007-29.6% | $3,636-41.8% | $2,545-16.8% |
| Participant deferral / active EE | $3,824 | $3,694+3.5% | $4,729-19.1% | $4,239-9.8% |
| Admin fee / account holder | $284 | $626-54.6% | $6,410-95.6% | $594-52.1% |