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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,711 |
LWS WEALTH ADVISORS4 years Service code 27 · EIN 45-5222752 | Advisory (Plan) | $29,889 |
Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 | Other Services | $2,381 |
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 | $43,236 | $46,332-6.7% | $143,797-69.9% | $64,824-33.3% |
| Participation rate | 78.4% | 64.2%+14.1pp | 80.3%-1.9pp | 71.5%+6.9pp |
| Annual return | -13.19% | -10.05%-3.1pp | -0.04%-13.2pp | 32.84%-46.0pp |
| Employer contribution / active EE | $3,041 | $1,911+59.1% | $4,952-38.6% | $2,507+21.3% |
| Participant deferral / active EE | $3,994 | $2,647+50.9% | $5,638-29.2% | $4,311-7.4% |
| Admin fee / account holder | $208 | $154+35.3% | $14,679-98.6% | $188+10.8% |