Filed September 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,265 |
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 | $61,872 | $59,335+4.3% | $129,031-52.0% | $69,733-11.3% |
| Participation rate | 99.4% | 43.3%+56.1pp | 73.4%+26.1pp | 62.5%+37.0pp |
| Annual return | 11.60% | 19.52%-7.9pp | 34.67%-23.1pp | 15.22%-3.6pp |
| Employer contribution / active EE | $4,358 | $1,639+165.9% | $3,226+35.1% | $2,250+93.7% |
| Participant deferral / active EE | $5,517 | $2,485+122.0% | $5,217+5.8% | $3,054+80.6% |
| Admin fee / account holder | $159 | $3,940-96.0% | $13,208-98.8% | $3,102-94.9% |