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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,230 |
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 | $32,091 | $61,166-47.5% | $185,849-82.7% | $79,391-59.6% |
| Participation rate | 91.1% | 66.6%+24.5pp | 81.7%+9.4pp | 70.7%+20.4pp |
| Annual return | 14.88% | 19.45%-4.6pp | 122.10%-107.2pp | 116.88%-102.0pp |
| Employer contribution / active EE | $1,481 | $2,321-36.2% | $5,169-71.4% | $2,428-39.0% |
| Participant deferral / active EE | $2,791 | $2,789+0.1% | $5,569-49.9% | $4,046-31.0% |
| Admin fee / account holder | $189 | $710-73.3% | $16,244-98.8% | $627-69.8% |