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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $100,200 |
Filed as: N A FALCONE & ASSOCIATES, INC. Service code 13 · EIN 23-2773128 | Contract Administrator | $42,440 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $31,053 |
Filed as: NA FALCONE & ASSOCIATES, INC. Service code 13 | Contract Administrator | $16,843 |
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 | $41,971 | $46,332-9.4% | $143,799-70.8% | $64,819-35.2% |
| Participation rate | 96.7% | 64.2%+32.5pp | 80.3%+16.4pp | 71.5%+25.2pp |
| Annual return | -12.88% | -10.05%-2.8pp | -0.04%-12.8pp | 32.84%-45.7pp |
| Employer contribution / active EE | $3,039 | $1,911+59.0% | $4,952-38.6% | $2,507+21.2% |
| Participant deferral / active EE | $4,878 | $2,647+84.2% | $5,638-13.5% | $4,311+13.1% |
| Admin fee / account holder | $165 | $154+7.4% | $14,677-98.9% | $188-12.0% |