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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $265,186 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $74,438 |
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 | $53,190 | $104,544-49.1% | $96,544-44.9% | $80,169-33.7% |
| Participation rate | 96.6% | 86.4%+10.3pp | 76.0%+20.7pp | 72.9%+23.7pp |
| Annual return | 21.55% | 21.79%-0.2pp | 25.88%-4.3pp | 40.39%-18.8pp |
| Employer contribution / active EE | $3,777 | $3,527+7.1% | $2,966+27.3% | $2,978+26.8% |
| Participant deferral / active EE | $6,873 | $6,170+11.4% | $4,851+41.7% | $5,016+37.0% |
| Admin fee / account holder | $154 | $107+43.8% | $8,254-98.1% | $145+6.0% |