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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $567,919 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $90,000 |
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 | $24,078 | $41,850-42.5% | $96,583-75.1% | $101,555-76.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.8%+30.2pp | 74.5%+25.5pp |
| Annual return | 14.04% | 16.51%-2.5pp | 37.79%-23.8pp | 21.00%-7.0pp |
| Employer contribution / active EE | $1,220 | $929+31.4% | $2,357-48.3% | $2,972-59.0% |
| Participant deferral / active EE | $3,545 | $1,934+83.3% | $3,850-7.9% | $4,874-27.3% |
| Admin fee / account holder | $61 | $73-16.6% | $6,184-99.0% | $139-56.5% |