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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $317,454 |
SERENITY INVESTMENT ADVISORS3 years Service code 27 · EIN 84-4657252 | Advisory (Plan) | $44,884 |
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 | $54,741 | $55,694-1.7% | $81,882-33.1% | $200,096-72.6% |
| Participation rate | 90.1% | 62.7%+27.5pp | 72.4%+17.7pp | 72.0%+18.1pp |
| Annual return | 16.68% | 19.59%-2.9pp | 779.47%-762.8pp | 34.26%-17.6pp |
| Employer contribution / active EE | $2,917 | $2,114+38.0% | $2,9160% | $3,038-4.0% |
| Participant deferral / active EE | $5,842 | $3,299+77.1% | $4,323+35.1% | $5,090+14.8% |
| Admin fee / account holder | $90 | $348-74.0% | $7,360-98.8% | $269-66.4% |