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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $298,683 |
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 | $44,049 | $84,000-47.6% | $119,628-63.2% | $77,906-43.5% |
| Participation rate | 96.9% | 77.8%+19.1pp | 79.3%+17.6pp | 73.7%+23.2pp |
| Annual return | -16.37% | -11.59%-4.8pp | -14.98%-1.4pp | 12.16%-28.5pp |
| Employer contribution / active EE | $2,359 | $2,907-18.8% | $4,232-44.3% | $2,846-17.1% |
| Participant deferral / active EE | $6,341 | $4,705+34.8% | $5,601+13.2% | $4,805+32.0% |
| Admin fee / account holder | $48 | $116-58.2% | $10,330-99.5% | $133-63.5% |