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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $68,514 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,344 | $106,247-49.8% | $147,096-63.7% | $77,714-31.4% |
| Participation rate | 92.8% | 78.4%+14.4pp | 82.2%+10.6pp | 70.6%+22.2pp |
| Annual return | 12.40% | 56.87%-44.5pp | 419.75%-407.3pp | 31.26%-18.9pp |
| Employer contribution / active EE | $4,977 | $4,069+22.3% | $4,936+0.8% | $2,727+82.5% |
| Participant deferral / active EE | $5,480 | $7,996-31.5% | $8,071-32.1% | $4,649+17.9% |
| Admin fee / account holder | $247 | $338-26.9% | $13,005-98.1% | $433-42.9% |