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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $156,564 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,193 | $104,544-30.9% | $96,544-25.2% | $80,169-9.9% |
| Participation rate | 93.5% | 86.4%+7.2pp | 76.0%+17.6pp | 72.9%+20.6pp |
| Annual return | 20.10% | 21.79%-1.7pp | 25.88%-5.8pp | 40.39%-20.3pp |
| Employer contribution / active EE | $2,116 | $3,527-40.0% | $2,966-28.7% | $2,978-29.0% |
| Participant deferral / active EE | $8,246 | $6,170+33.6% | $4,851+70.0% | $5,016+64.4% |
| Admin fee / account holder | $96 | $107-9.7% | $8,254-98.8% | $145-33.4% |