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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $77,034 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,961 | $81,948-14.6% | $90,760-22.9% | $64,819+7.9% |
| Participation rate | 97.2% | 80.5%+16.8pp | 75.7%+21.5pp | 71.5%+25.7pp |
| Annual return | -17.09% | -12.53%-4.6pp | -12.16%-4.9pp | 32.84%-49.9pp |
| Employer contribution / active EE | $3,246 | $3,067+5.8% | $2,922+11.1% | $2,507+29.5% |
| Participant deferral / active EE | $8,818 | $4,844+82.1% | $4,565+93.2% | $4,311+104.5% |
| Admin fee / account holder | $104 | $157-33.9% | $8,444-98.8% | $188-44.7% |