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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $263,908 |
SERENITY INVESTMENT ADVISORS2 years Service code 27 · EIN 84-4657252 | Advisory (Plan) | $29,926 |
PENSION ASSURANCE LLP4 years Service code 10 · EIN 30-0840934 | Accounting | $21,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,576 | $52,804-6.1% | $86,617-42.8% | $80,149-38.1% |
| Participation rate | 96.6% | 62.6%+34.0pp | 71.7%+24.9pp | 72.9%+23.7pp |
| Annual return | 19.54% | 24.84%-5.3pp | 591.91%-572.4pp | 40.39%-20.8pp |
| Employer contribution / active EE | $3,157 | $2,140+47.6% | $3,023+4.4% | $2,977+6.0% |
| Participant deferral / active EE | $6,258 | $3,226+94.0% | $4,437+41.0% | $5,015+24.8% |
| Admin fee / account holder | $85 | $113-24.7% | $5,613-98.5% | $145-41.4% |