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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,818 |
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 | $23,052 | $56,423-59.1% | $77,183-70.1% | $71,495-67.8% |
| Participation rate | 87.0% | 64.3%+22.7pp | 69.6%+17.4pp | 67.9%+19.1pp |
| Annual return | 37.94% | 19.05%+18.9pp | 37.89%+0.1pp | 28.85%+9.1pp |
| Employer contribution / active EE | $2,457 | $1,866+31.7% | $2,534-3.0% | $2,589-5.1% |
| Participant deferral / active EE | $3,813 | $3,142+21.4% | $3,833-0.5% | $4,291-11.1% |
| Admin fee / account holder | $141 | $1,429-90.1% | $5,475-97.4% | $1,588-91.1% |