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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,190 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,439 | $86,882+47.8% | $150,734-14.8% | $69,255+85.5% |
| Participation rate | 97.3% | 84.3%+13.0pp | 78.4%+18.9pp | 69.0%+28.3pp |
| Annual return | 159.97% | 10.69%+149.3pp | 600.81%-440.8pp | 26.73%+133.2pp |
| Employer contribution / active EE | $6,490 | $5,194+25.0% | $4,918+32.0% | $2,645+145.4% |
| Participant deferral / active EE | $9,254 | $2,993+209.2% | $5,610+65.0% | $2,890+220.2% |
| Admin fee / account holder | $84 | $630-86.7% | $14,905-99.4% | $733-88.6% |