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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $34,988 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $10,652 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,936 | $58,600+17.6% | $83,327-17.3% | $64,173+7.4% |
| Participation rate | 96.8% | 72.0%+24.7pp | 77.8%+19.0pp | 69.6%+27.2pp |
| Annual return | -8.27% | 9.66%-17.9pp | 10.64%-18.9pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,365 | $2,098-35.0% | $3,379-59.6% | $2,381-42.7% |
| Participant deferral / active EE | $11,742 | $4,656+152.2% | $5,565+111.0% | $3,470+238.4% |
| Admin fee / account holder | $294 | $9,282-96.8% | $7,540-96.1% | $4,887-94.0% |