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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,695 |
LWS WEALTH ADVISORS5 years Service code 27 · EIN 45-5222752 | Advisory (Plan) | $31,999 |
Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 | Other Services | $2,742 |
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 | $47,307 | $47,180+0.3% | $149,723-68.4% | $74,473-36.5% |
| Participation rate | 77.7% | 63.4%+14.3pp | 78.8%-1.1pp | 70.7%+6.9pp |
| Annual return | 15.92% | 22.75%-6.8pp | 134.50%-118.6pp | 34.36%-18.4pp |
| Employer contribution / active EE | $3,349 | $1,907+75.6% | $4,821-30.5% | $2,638+26.9% |
| Participant deferral / active EE | $3,637 | $2,730+33.2% | $5,682-36.0% | $4,530-19.7% |
| Admin fee / account holder | $201 | $343-41.5% | $13,215-98.5% | $347-42.2% |