Filed April 3, 2025 (most recent of 14 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,742 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,228 | $136,853+22.9% | $130,231+29.2% | $80,160+109.9% |
| Participation rate | 98.5% | 81.6%+16.8pp | 76.3%+22.2pp | 72.9%+25.6pp |
| Annual return | 18.84% | 22.66%-3.8pp | 38.77%-19.9pp | 40.38%-21.5pp |
| Employer contribution / active EE | $5,916 | $3,395+74.3% | $4,126+43.4% | $2,978+98.7% |
| Participant deferral / active EE | $9,250 | $5,856+58.0% | $6,799+36.1% | $5,017+84.4% |
| Admin fee / account holder | $7 | $184-96.3% | $6,020-99.9% | $145-95.3% |