Filed June 26, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $219,460 |
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 | $44,534 | $50,169-11.2% | $149,740-70.3% | $80,187-44.5% |
| Participation rate | 90.9% | 64.3%+26.6pp | 78.8%+12.1pp | 72.9%+17.9pp |
| Annual return | 21.34% | 29.82%-8.5pp | 134.51%-113.2pp | 40.40%-19.1pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $5,402 | $3,194+69.1% | $5,683-5.0% | $5,016+7.7% |
| Admin fee / account holder | $52 | $153-65.6% | $13,222-99.6% | $145-63.8% |