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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,069 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $27,739 |
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 | $17,124 | $47,766-64.1% | $82,706-79.3% | $64,814-73.6% |
| Participation rate | 99.0% | 67.7%+31.4pp | 72.6%+26.5pp | 71.5%+27.6pp |
| Annual return | -15.89% | -13.06%-2.8pp | 701.76%-717.6pp | 32.84%-48.7pp |
| Employer contribution / active EE | $1,111 | $2,182-49.1% | $3,007-63.1% | $2,507-55.7% |
| Participant deferral / active EE | $4,158 | $3,332+24.8% | $4,394-5.4% | $4,310-3.5% |
| Admin fee / account holder | $135 | $143-5.9% | $5,329-97.5% | $188-28.3% |