Filed April 10, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $78,689 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $49,296 |
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 | $29,313 | $46,219-36.6% | $89,400-67.2% | $90,274-67.5% |
| Participation rate | 72.4% | 44.9%+27.5pp | 68.0%+4.4pp | 73.4%-1.0pp |
| Annual return | 14.32% | 25.71%-11.4pp | 245.64%-231.3pp | 53.97%-39.7pp |
| Employer contribution / active EE | $480 | $953-49.6% | $2,586-81.4% | $2,523-81.0% |
| Participant deferral / active EE | $1,712 | $2,136-19.9% | $3,890-56.0% | $4,231-59.5% |
| Admin fee / account holder | $96 | $147-34.5% | $4,882-98.0% | $114-15.6% |