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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $253,246 |
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 | $73,574 | $52,293+40.7% | $178,499-58.8% | $73,412+0.2% |
| Participation rate | 97.8% | 65.3%+32.5pp | 81.9%+15.9pp | 72.2%+25.6pp |
| Annual return | 14.33% | 34.75%-20.4pp | 151.10%-136.8pp | 59.30%-45.0pp |
| Employer contribution / active EE | $2,119 | $1,735+22.1% | $5,011-57.7% | $2,234-5.2% |
| Participant deferral / active EE | $4,712 | $2,332+102.0% | $5,202-9.4% | $3,806+23.8% |
| Admin fee / account holder | $281 | $127+121.0% | $13,986-98.0% | $158+78.2% |