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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $23,028 |
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 | $31,093 | $51,283-39.4% | $95,728-67.5% | $71,495-56.5% |
| Participation rate | 95.4% | 63.1%+32.3pp | 72.3%+23.1pp | 67.9%+27.5pp |
| Annual return | 24.55% | 25.25%-0.7pp | 28.40%-3.8pp | 28.85%-4.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,835-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $10,001 | $3,365+197.2% | $4,245+135.6% | $4,291+133.1% |
| Admin fee / account holder | $142 | $1,135-87.5% | $5,673-97.5% | $1,588-91.1% |