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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,738 | $80,781-65.7% | $102,437-72.9% | $74,478-62.8% |
| Participation rate | 71.9% | 65.7%+6.2pp | 74.5%-2.6pp | 67.2%+4.7pp |
| Annual return | 10.89% | 27.58%-16.7pp | 24.95%-14.1pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,527 | $3,160-51.7% | $3,871-60.6% | $2,626-41.9% |
| Participant deferral / active EE | $2,858 | $3,862-26.0% | $5,060-43.5% | $4,350-34.3% |
| Admin fee / account holder | $213 | $2,372-91.0% | $8,388-97.5% | $1,946-89.0% |