Filed June 26, 2025 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $274,675 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,416 | $53,216-9.0% | $155,534-68.9% | $199,960-75.8% |
| Participation rate | 92.3% | 64.1%+28.1pp | 78.2%+14.0pp | 72.0%+20.3pp |
| Annual return | 15.24% | 41.18%-25.9pp | 64.92%-49.7pp | 34.28%-19.0pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $5,798 | $3,164+83.3% | $5,630+3.0% | $5,087+14.0% |
| Admin fee / account holder | $60 | $186-67.6% | $15,900-99.6% | $269-77.7% |