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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $169,437 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $51,827 |
Service code 13 · EIN 23-2773128 | Contract Administrator | $41,763 |
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 | $14,315 | $45,000-68.2% | $143,788-90.0% | $77,906-81.6% |
| Participation rate | 80.4% | 66.8%+13.6pp | 80.3%+0.1pp | 73.7%+6.7pp |
| Annual return | -4.76% | 29.03%-33.8pp | -0.03%-4.7pp | 12.16%-16.9pp |
| Employer contribution / active EE | $1,055 | $1,870-43.6% | $4,952-78.7% | $2,846-62.9% |
| Participant deferral / active EE | $2,539 | $3,157-19.6% | $5,638-55.0% | $4,805-47.2% |
| Admin fee / account holder | $119 | $98+21.0% | $14,675-99.2% | $133-10.2% |