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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,460 |
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 | $65,064 | $39,132+66.3% | $57,196+13.8% | $62,881+3.5% |
| Participation rate | 97.8% | 70.5%+27.4pp | 75.3%+22.5pp | 69.3%+28.5pp |
| Annual return | 6.62% | 9.24%-2.6pp | 14.59%-8.0pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,957 | $1,874+111.2% | $2,683+47.5% | $2,281+73.5% |
| Participant deferral / active EE | $5,610 | $2,374+136.3% | $3,096+81.2% | $3,203+75.2% |
| Admin fee / account holder | $9 | $2,594-99.7% | $3,141-99.7% | $4,296-99.8% |