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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $32,878 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,700 |
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 | $42,322 | $59,006-28.3% | $97,161-56.4% | $74,400-43.1% |
| Participation rate | 95.7% | 63.7%+32.0pp | 72.7%+23.0pp | 67.2%+28.5pp |
| Annual return | 18.32% | 16.04%+2.3pp | 75.36%-57.0pp | 1367.51%-1349.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $11,731 | $3,671+219.6% | $4,265+175.0% | $4,348+169.8% |
| Admin fee / account holder | $192 | $1,974-90.3% | $5,647-96.6% | $1,944-90.1% |