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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $101,393 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $28,418 |
Filed as: N A FALCONE & ASSOCIATES, INC. Service code 13 · EIN 23-2773125 | Contract Administrator | $26,252 |
Filed as: NA FALCONE & ASSOCIATES, INC. Service code 13 | Contract Administrator | $17,961 |
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 | $51,570 | $56,511-8.7% | $185,837-72.2% | $86,813-40.6% |
| Participation rate | 95.6% | 65.5%+30.1pp | 81.7%+13.9pp | 72.3%+23.3pp |
| Annual return | 13.23% | 118.12%-104.9pp | 122.08%-108.8pp | 97.93%-84.7pp |
| Employer contribution / active EE | $2,691 | $1,844+46.0% | $5,168-47.9% | $2,406+11.9% |
| Participant deferral / active EE | $4,547 | $2,554+78.0% | $5,568-18.3% | $4,131+10.1% |
| Admin fee / account holder | $165 | $150+10.1% | $16,241-99.0% | $170-2.8% |