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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $138 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,012 | $42,810-50.9% | $169,452-87.6% | $55,725-62.3% |
| Participation rate | 73.1% | 64.7%+8.4pp | 77.8%-4.7pp | 70.9%+2.3pp |
| Annual return | -1.37% | -3.61%+2.2pp | 1.83%-3.2pp | 244.93%-246.3pp |
| Employer contribution / active EE | $1,801 | $1,402+28.5% | $4,157-56.7% | $2,078-13.3% |
| Participant deferral / active EE | $1,868 | $3,141-40.5% | $5,277-64.6% | $3,356-44.3% |
| Admin fee / account holder | $0 | $106-99.7% | $9,110-100.0% | $115-99.7% |