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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $58,461 | $46,732+25.1% | $156,551-62.7% | $55,167+6.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 10.11% | 17.72%-7.6pp | 32.23%-22.1pp | 169.23%-159.1pp |
| Employer contribution / active EE | $6,622 | $2,105+214.6% | $5,501+20.4% | $1,963+237.4% |
| Participant deferral / active EE | $4,679 | $2,204+112.3% | $4,871-4.0% | $3,054+53.2% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |