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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 77-0061486 | Accounting | $19,170 |
PUN GROUP2 years Service code 10 · EIN 46-4016990 | Accounting | $9,000 |
Filed as: QUINTES Service code 13 · EIN 20-4319325 | Contract Administrator | $7,451 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,773 | $62,164-39.2% | $81,482-53.6% | $74,400-49.2% |
| Participation rate | 98.3% | 64.1%+34.2pp | 69.5%+28.8pp | 67.2%+31.1pp |
| Annual return | 16.33% | 16.50%-0.2pp | 24.79%-8.5pp | 1367.51%-1351.2pp |
| Employer contribution / active EE | $0 | $1,884-100.0% | $2,463-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $3,230-100.0% | $3,885-100.0% | $4,348-100.0% |
| Admin fee / account holder | $212 | $1,923-89.0% | $5,761-96.3% | $1,944-89.1% |