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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $102,411 |
Filed as: N A FALCONE & ASSOCIATES, INC. Service code 13 · EIN 23-2773128 | Contract Administrator | $60,156 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $46,900 |
Filed as: NA FALCONE & ASSOCIATES, INC. Service code 13 | Contract Administrator | $18,145 |
Filed as: FIDELITY INVST INSTNL OPRTN CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,919 | $50,151-10.4% | $149,696-70.0% | $80,157-44.0% |
| Participation rate | 68.1% | 64.3%+3.8pp | 78.8%-10.7pp | 72.9%-4.9pp |
| Annual return | 16.44% | 29.80%-13.4pp | 134.46%-118.0pp | 40.39%-23.9pp |
| Employer contribution / active EE | $2,039 | $1,867+9.2% | $4,821-57.7% | $2,977-31.5% |
| Participant deferral / active EE | $3,241 | $3,194+1.5% | $5,682-43.0% | $5,015-35.4% |
| Admin fee / account holder | $172 | $153+12.5% | $13,212-98.7% | $145+18.5% |