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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5570651 | Recordkeeping | $25,686 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,079 | $72,404-36.4% | $110,243-58.2% | $64,173-28.2% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.6%+28.0pp |
| Annual return | -5.78% | -6.29%+0.5pp | 314.76%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,413 | $3,469+56.0% | $4,672+15.9% | $3,470+56.0% |
| Admin fee / account holder | $285 | $5,664-95.0% | $8,548-96.7% | $4,887-94.2% |