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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,025 |
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 | $58,263 | $46,182+26.2% | $170,435-65.8% | $69,634-16.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 29.66% | 21.40%+8.3pp | 205.94%-176.3pp | 27572.26%-27542.6pp |
| Employer contribution / active EE | $5,716 | $1,610+255.0% | $5,432+5.2% | $2,032+181.3% |
| Participant deferral / active EE | $4,041 | $2,081+94.2% | $4,939-18.2% | $3,224+25.3% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |