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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $23,004 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,326 | $65,125-64.2% | $143,797-83.8% | $66,949-65.2% |
| Participation rate | 78.2% | 65.2%+12.9pp | 80.3%-2.2pp | 69.8%+8.3pp |
| Annual return | -17.07% | -11.13%-5.9pp | -0.04%-17.0pp | 1.57%-18.6pp |
| Employer contribution / active EE | $1,533 | $2,362-35.1% | $4,952-69.0% | $2,545-39.8% |
| Participant deferral / active EE | $3,840 | $2,920+31.5% | $5,638-31.9% | $4,239-9.4% |
| Admin fee / account holder | $213 | $503-57.6% | $14,679-98.5% | $594-64.1% |