Filed June 26, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $197,185 |
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 | $40,569 | $45,000-9.8% | $143,801-71.8% | $77,906-47.9% |
| Participation rate | 89.1% | 66.8%+22.3pp | 80.3%+8.8pp | 73.7%+15.4pp |
| Annual return | -13.40% | 29.03%-42.4pp | -0.04%-13.4pp | 12.16%-25.6pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $5,354 | $3,157+69.6% | $5,639-5.0% | $4,805+11.4% |
| Admin fee / account holder | $53 | $98-45.9% | $14,680-99.6% | $133-59.8% |