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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $79,350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,742 | $62,928-27.3% | $172,753-73.5% | $67,582-32.3% |
| Participation rate | 93.2% | 64.5%+28.8pp | 82.6%+10.6pp | 71.3%+21.9pp |
| Annual return | 23.98% | 30.36%-6.4pp | 803.00%-779.0pp | 378.57%-354.6pp |
| Employer contribution / active EE | $2,206 | $1,636+34.8% | $5,144-57.1% | $2,148+2.7% |
| Participant deferral / active EE | $4,152 | $2,145+93.6% | $5,198-20.1% | $3,539+17.3% |
| Admin fee / account holder | $82 | $167-50.7% | $13,956-99.4% | $142-42.2% |