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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONTINENTAL BENEFITS GROUP Service code 15 · EIN 10-0724493 | Recordkeeping | $8,187 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,360 | $60,128-7.9% | $90,440-38.8% | $79,852-30.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.75% | 71.95%-54.2pp | 1294.38%-1276.6pp | 31.72%-14.0pp |
| Employer contribution / active EE | $2,794 | $2,068+35.1% | $3,263-14.4% | $2,471+13.1% |
| Participant deferral / active EE | $8,399 | $2,939+185.8% | $3,964+111.9% | $3,740+124.6% |
| Admin fee / account holder | $48 | $3,977-98.8% | $5,615-99.2% | $5,306-99.1% |