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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $165 |
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 | $56,188 | $51,769+8.5% | $57,356-2.0% | $52,331+7.4% |
| Participation rate | 90.1% | 75.2%+14.9pp | 75.1%+15.0pp | 68.1%+22.0pp |
| Annual return | 2.59% | 2.43%+0.2pp | 24.41%-21.8pp | 4.54%-2.0pp |
| Employer contribution / active EE | $3,343 | $2,335+43.2% | $2,689+24.3% | $1,882+77.7% |
| Participant deferral / active EE | $2,811 | $2,794+0.6% | $3,162-11.1% | $3,022-7.0% |
| Admin fee / account holder | $1 | $295-99.6% | $3,357-100.0% | $592-99.8% |