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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $75,184 |
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 | $67,296 | $82,188-18.1% | $125,391-46.3% | $64,824+3.8% |
| Participation rate | 95.1% | 77.9%+17.2pp | 82.4%+12.7pp | 71.5%+23.7pp |
| Annual return | -15.69% | 3.50%-19.2pp | 572.41%-588.1pp | 32.84%-48.5pp |
| Employer contribution / active EE | $6,218 | $3,617+71.9% | $4,816+29.1% | $2,507+148.0% |
| Participant deferral / active EE | $10,358 | $7,177+44.3% | $7,448+39.1% | $4,311+140.3% |
| Admin fee / account holder | $94 | $163-42.7% | $10,009-99.1% | $188-50.2% |