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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $328,929 |
Service code 13 · EIN 23-2773128 | Contract Administrator | $148,163 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $85,654 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,801 | $53,204-60.9% | $155,556-86.6% | $200,096-89.6% |
| Participation rate | 86.9% | 64.1%+22.8pp | 78.2%+8.7pp | 72.0%+14.9pp |
| Annual return | 22.24% | 41.02%-18.8pp | 64.84%-42.6pp | 34.26%-12.0pp |
| Employer contribution / active EE | $1,318 | $1,850-28.7% | $4,675-71.8% | $3,038-56.6% |
| Participant deferral / active EE | $3,287 | $3,163+3.9% | $5,631-41.6% | $5,090-35.4% |
| Admin fee / account holder | $130 | $186-30.3% | $15,885-99.2% | $269-51.9% |