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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,882 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,438 | $52,293+4.1% | $178,503-69.5% | $73,412-25.8% |
| Participation rate | 96.6% | 65.3%+31.2pp | 81.9%+14.7pp | 72.2%+24.4pp |
| Annual return | 16.20% | 34.75%-18.6pp | 151.12%-134.9pp | 59.30%-43.1pp |
| Employer contribution / active EE | $2,243 | $1,736+29.2% | $5,011-55.2% | $2,234+0.4% |
| Participant deferral / active EE | $4,009 | $2,333+71.8% | $5,202-22.9% | $3,806+5.3% |
| Admin fee / account holder | $84 | $127-33.8% | $13,987-99.4% | $158-46.6% |