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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $21,157 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,291 |
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 | $94,793 | $45,872+106.6% | $77,096+23.0% | $68,486+38.4% |
| Participation rate | 98.4% | 55.9%+42.5pp | 67.9%+30.5pp | 67.9%+30.5pp |
| Annual return | -12.54% | 1.73%-14.3pp | 42.35%-54.9pp | -7.85%-4.7pp |
| Employer contribution / active EE | $2,434 | $1,650+47.6% | $2,814-13.5% | $2,597-6.2% |
| Participant deferral / active EE | $9,317 | $2,963+214.5% | $4,429+110.4% | $4,028+131.3% |
| Admin fee / account holder | $13 | $3,041-99.6% | $5,428-99.8% | $5,404-99.8% |