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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,596 |
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 | $61,148 | $65,428-6.5% | $169,390-63.9% | $71,511-14.5% |
| Participation rate | 82.6% | 66.9%+15.7pp | 77.2%+5.4pp | 67.9%+14.7pp |
| Annual return | 17.80% | 21.35%-3.5pp | 406.07%-388.3pp | 28.86%-11.1pp |
| Employer contribution / active EE | $3,856 | $2,064+86.8% | $4,013-3.9% | $2,589+48.9% |
| Participant deferral / active EE | $7,663 | $4,360+75.8% | $6,222+23.2% | $4,291+78.6% |
| Admin fee / account holder | $167 | $1,328-87.4% | $9,015-98.1% | $1,588-89.5% |