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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $216 |
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 | $51,151 | $59,813-14.5% | $79,580-35.7% | $68,486-25.3% |
| Participation rate | 85.5% | 61.1%+24.4pp | 69.5%+16.0pp | 67.9%+17.6pp |
| Annual return | -17.84% | -12.30%-5.5pp | 0.15%-18.0pp | -7.85%-10.0pp |
| Employer contribution / active EE | $5,740 | $1,505+281.4% | $2,413+137.9% | $2,597+121.1% |
| Participant deferral / active EE | $3,481 | $3,024+15.1% | $3,985-12.7% | $4,028-13.6% |
| Admin fee / account holder | $124 | $4,835-97.4% | $6,835-98.2% | $5,404-97.7% |