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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,540 |
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 | $49,776 | $58,292-14.6% | $86,640-42.5% | $71,511-30.4% |
| Participation rate | 89.1% | 65.0%+24.1pp | 71.7%+17.4pp | 67.9%+21.2pp |
| Annual return | 12.97% | 21.63%-8.7pp | 592.52%-579.6pp | 28.86%-15.9pp |
| Employer contribution / active EE | $2,569 | $2,574-0.2% | $3,024-15.1% | $2,589-0.8% |
| Participant deferral / active EE | $3,744 | $3,438+8.9% | $4,438-15.6% | $4,291-12.7% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,616-99.9% | $1,588-99.8% |