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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $86,972 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,969 | $50,902+19.8% | $155,534-60.8% | $77,736-21.6% |
| Participation rate | 88.3% | 63.1%+25.2pp | 78.2%+10.1pp | 70.6%+17.7pp |
| Annual return | 14.41% | 34.85%-20.4pp | 64.92%-50.5pp | 31.26%-16.8pp |
| Employer contribution / active EE | $3,386 | $1,991+70.0% | $4,675-27.6% | $2,728+24.1% |
| Participant deferral / active EE | $2,626 | $2,824-7.0% | $5,630-53.4% | $4,651-43.5% |
| Admin fee / account holder | $203 | $437-53.7% | $15,900-98.7% | $433-53.3% |