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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 | $92,224+39.3% | $105,223+22.1% | $79,634+61.3% |
| Participation rate | 97.3% | 69.2%+28.1pp | 75.0%+22.3pp | 62.5%+34.8pp |
| Annual return | 159.97% | 88.65%+71.3pp | 180.65%-20.7pp | 36.46%+123.5pp |
| Employer contribution / active EE | $6,490 | $3,965+63.7% | $3,689+76.0% | $2,529+156.6% |
| Participant deferral / active EE | $9,254 | $3,834+141.4% | $5,072+82.5% | $3,835+141.3% |
| Admin fee / account holder | $84 | $1,121-92.5% | $8,859-99.1% | $1,002-91.6% |