Filed November 10, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,651 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,535 | $95,880-13.9% | $107,525-23.2% | $85,563-3.5% |
| Participation rate | 85.8% | 70.1%+15.6pp | 75.1%+10.7pp | 66.0%+19.8pp |
| Annual return | 13.31% | 68.06%-54.8pp | 181.32%-168.0pp | 31.51%-18.2pp |
| Employer contribution / active EE | $2,437 | $3,812-36.1% | $3,754-35.1% | $2,654-8.2% |
| Participant deferral / active EE | $5,008 | $4,201+19.2% | $5,116-2.1% | $4,375+14.5% |
| Admin fee / account holder | $254 | $1,025-75.2% | $8,919-97.1% | $834-69.5% |