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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $12,287 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,777 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,148 | $76,551+105.3% | $123,894+26.8% | $62,881+149.9% |
| Participation rate | 93.9% | 73.0%+20.9pp | 81.4%+12.5pp | 69.3%+24.6pp |
| Annual return | 7.50% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,633 | $2,882+26.0% | $4,617-21.3% | $2,281+59.3% |
| Participant deferral / active EE | $8,412 | $4,840+73.8% | $5,984+40.6% | $3,203+162.6% |
| Admin fee / account holder | $118 | $4,826-97.5% | $8,357-98.6% | $4,296-97.2% |