Filed January 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $108,729 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $35,951 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,063 | $104,829-71.3% | $142,942-79.0% | $79,634-62.2% |
| Participation rate | 81.8% | 66.2%+15.6pp | 76.8%+5.0pp | 62.5%+19.3pp |
| Annual return | 9.89% | 15.48%-5.6pp | 113.70%-103.8pp | 36.46%-26.6pp |
| Employer contribution / active EE | $3,144 | $3,867-18.7% | $4,139-24.0% | $2,529+24.3% |
| Participant deferral / active EE | $2,339 | $5,222-55.2% | $7,128-67.2% | $3,835-39.0% |
| Admin fee / account holder | $163 | $887-81.6% | $12,475-98.7% | $1,002-83.7% |