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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,490 |
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 | $57,150 | $40,275+41.9% | $57,356-0.4% | $59,633-4.2% |
| Participation rate | 95.7% | 69.1%+26.6pp | 75.1%+20.7pp | 68.7%+27.1pp |
| Annual return | 1.61% | 27.52%-25.9pp | 24.41%-22.8pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $3,811 | $1,921+98.3% | $2,689+41.7% | $2,203+73.0% |
| Participant deferral / active EE | $5,078 | $2,400+111.6% | $3,162+60.6% | $3,192+59.1% |
| Admin fee / account holder | $9 | $2,820-99.7% | $3,357-99.7% | $4,297-99.8% |