| Provider | Service type | Compensation |
|---|---|---|
VENABLE LLP1 year Service code 16 · EIN 52-0517250 | Consulting | $79,326 |
MOSS ADAMS LLP7 years Service code 10 · EIN 91-0189318 | Accounting | $61,872 |
HYAS GROUP, LLC8+ years Service code 26 · EIN 26-2924761 | Advisory (Participants) | $61,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,518 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,483 | $95,388+42.0% | $125,401+8.0% | $77,906+73.9% |
| Participation rate | 92.3% | 78.6%+13.7pp | 82.4%+9.9pp | 73.7%+18.6pp |
| Annual return | -15.46% | 116.19%-131.6pp | 572.53%-588.0pp | 12.16%-27.6pp |
| Employer contribution / active EE | $3,487 | $3,666-4.9% | $4,816-27.6% | $2,846+22.5% |
| Participant deferral / active EE | $13,938 | $7,711+80.8% | $7,448+87.1% | $4,805+190.1% |
| Admin fee / account holder | $60 | $119-49.7% | $10,008-99.4% | $133-54.9% |