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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $101,593 |
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 | $57,226 | $56,540+1.2% | $185,851-69.2% | $86,821-34.1% |
| Participation rate | 97.5% | 65.5%+32.0pp | 81.7%+15.8pp | 72.3%+25.2pp |
| Annual return | 15.69% | 118.20%-102.5pp | 122.11%-106.4pp | 97.94%-82.2pp |
| Employer contribution / active EE | $2,429 | $1,844+31.7% | $5,168-53.0% | $2,406+1.0% |
| Participant deferral / active EE | $4,591 | $2,555+79.7% | $5,569-17.6% | $4,132+11.1% |
| Admin fee / account holder | $97 | $150-35.5% | $16,245-99.4% | $170-43.0% |