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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,032 |
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 | $77,342 | $47,977+61.2% | $154,111-49.8% | $56,287+37.4% |
| Participation rate | 89.3% | 66.2%+23.1pp | 83.0%+6.2pp | 69.9%+19.4pp |
| Annual return | -5.48% | 3.54%-9.0pp | 735.18%-740.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $5,254 | $2,169+142.3% | $5,298-0.8% | $2,111+148.9% |
| Participant deferral / active EE | $6,326 | $2,392+164.5% | $5,081+24.5% | $3,350+88.8% |
| Admin fee / account holder | $75 | $438-82.9% | $13,411-99.4% | $521-85.6% |