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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,487 |
REHMANN ROBSON3 years Filed as: REHMANN GROUP Service code 13 · EIN 38-3567911 | Contract Administrator | $10,133 |
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 | $91,309 | $79,209+15.3% | $102,434-10.9% | $74,459+22.6% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 12.45% | 54.98%-42.5pp | 29.46%-17.0pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $3,539 | $2,362+49.8% | $3,023+17.1% | $2,626+34.8% |
| Participant deferral / active EE | $8,425 | $4,417+90.7% | $5,055+66.7% | $4,350+93.7% |
| Admin fee / account holder | $163 | $2,002-91.9% | $9,462-98.3% | $1,945-91.6% |