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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 | $64,138-35.6% | $112,244-63.2% | $66,923-38.3% |
| Participation rate | 92.4% | 68.5%+23.9pp | 75.1%+17.3pp | 69.8%+22.6pp |
| Annual return | -17.95% | -13.81%-4.1pp | 27.46%-45.4pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,118 | $3,006-29.6% | $3,635-41.7% | $2,545-16.8% |
| Participant deferral / active EE | $3,824 | $3,694+3.5% | $4,728-19.1% | $4,237-9.8% |
| Admin fee / account holder | $284 | $625-54.5% | $6,411-95.6% | $593-52.1% |