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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $225 |
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 | $43,005 | $63,924-32.7% | $108,582-60.4% | $55,167-22.0% |
| Participation rate | 81.3% | 74.3%+6.9pp | 79.6%+1.7pp | 69.0%+12.3pp |
| Annual return | 7.49% | 15.31%-7.8pp | -51.70%+59.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,329 | $1,879-29.3% | $3,758-64.6% | $1,963-32.3% |
| Participant deferral / active EE | $4,683 | $3,067+52.7% | $4,311+8.6% | $3,054+53.3% |
| Admin fee / account holder | $1 | $618-99.8% | $7,645-100.0% | $504-99.8% |