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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 41-1486060 | Advisory (Plan) | $10,025 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,726 |
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 | $151,850 | $82,674+83.7% | $125,381+21.1% | $68,486+121.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.68% | -5.97%-7.7pp | 572.31%-586.0pp | -7.85%-5.8pp |
| Employer contribution / active EE | $8,470 | $3,382+150.5% | $4,815+75.9% | $2,597+226.2% |
| Participant deferral / active EE | $10,832 | $6,111+77.3% | $7,448+45.4% | $4,028+169.0% |
| Admin fee / account holder | $97 | $6,277-98.4% | $10,007-99.0% | $5,404-98.2% |