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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 | $101,653-34.2% | $147,080-54.5% | $74,459-10.2% |
| Participation rate | 88.8% | 75.6%+13.3pp | 82.2%+6.6pp | 67.2%+21.6pp |
| Annual return | 16.52% | 8754.98%-8738.5pp | 420.17%-403.6pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $2,380 | $3,813-37.6% | $4,933-51.8% | $2,626-9.4% |
| Participant deferral / active EE | $10,857 | $7,304+48.6% | $8,066+34.6% | $4,350+149.6% |
| Admin fee / account holder | $63 | $1,752-96.4% | $12,989-99.5% | $1,945-96.8% |