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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,007 |
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 | $57,038 | $89,282-36.1% | $94,672-39.8% | $74,473-23.4% |
| Participation rate | 97.3% | 82.4%+14.9pp | 80.8%+16.5pp | 70.7%+26.5pp |
| Annual return | 29.48% | 25.96%+3.5pp | 156.89%-127.4pp | 34.36%-4.9pp |
| Employer contribution / active EE | $5,700 | $3,022+88.6% | $3,673+55.2% | $2,638+116.0% |
| Participant deferral / active EE | $11,797 | $8,425+40.0% | $7,417+59.0% | $4,530+160.4% |
| Admin fee / account holder | $119 | $219-45.6% | $7,222-98.4% | $347-65.7% |