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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $11,607 |
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 | $8,371 | $25,302-66.9% | $74,723-88.8% | $67,582-87.6% |
| Participation rate | 91.8% | 37.8%+53.9pp | 54.5%+37.3pp | 71.3%+20.5pp |
| Annual return | 24.97% | 10291.17%-10266.2pp | 753.18%-728.2pp | 378.57%-353.6pp |
| Employer contribution / active EE | $1,342 | $446+200.7% | $1,084+23.8% | $2,148-37.5% |
| Participant deferral / active EE | $1,694 | $954+77.6% | $1,962-13.6% | $3,539-52.1% |
| Admin fee / account holder | $56 | $108-47.9% | $3,335-98.3% | $142-60.6% |