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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $188 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,282 | $65,555-15.7% | $86,216-35.9% | $75,173-26.5% |
| Participation rate | 92.3% | 60.5%+31.8pp | 69.0%+23.3pp | 67.2%+25.1pp |
| Annual return | 12.42% | 46.07%-33.6pp | 1169.42%-1157.0pp | 160.72%-148.3pp |
| Employer contribution / active EE | $284 | $1,553-81.7% | $2,382-88.1% | $2,671-89.4% |
| Participant deferral / active EE | $4,992 | $3,023+65.1% | $3,986+25.2% | $4,126+21.0% |
| Admin fee / account holder | $172 | $5,469-96.8% | $6,853-97.5% | $5,651-96.9% |