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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,855 |
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 | $194,169 | $93,598+107.5% | $135,974+42.8% | $75,173+158.3% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.6pp | 67.2%+25.3pp |
| Annual return | 17.67% | 30.89%-13.2pp | 68.30%-50.6pp | 160.72%-143.1pp |
| Employer contribution / active EE | $9,475 | $3,538+167.8% | $4,859+95.0% | $2,671+254.7% |
| Participant deferral / active EE | $11,694 | $6,405+82.6% | $7,760+50.7% | $4,126+183.4% |
| Admin fee / account holder | $15 | $6,978-99.8% | $10,767-99.9% | $5,651-99.7% |