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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,354 |
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 | $66,855 | $101,539-34.2% | $147,041-54.5% | $74,400-10.1% |
| Participation rate | 88.8% | 75.5%+13.3pp | 82.2%+6.6pp | 67.2%+21.6pp |
| Annual return | 16.52% | 8740.84%-8724.3pp | 419.21%-402.7pp | 1367.51%-1351.0pp |
| Employer contribution / active EE | $2,380 | $3,811-37.6% | $4,935-51.8% | $2,624-9.3% |
| Participant deferral / active EE | $10,857 | $7,304+48.7% | $8,071+34.5% | $4,348+149.7% |
| Admin fee / account holder | $63 | $1,749-96.4% | $13,006-99.5% | $1,944-96.8% |