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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $20,955 | $37,196-43.7% | $154,108-86.4% | $55,725-62.4% |
| Participation rate | 79.9% | 64.1%+15.8pp | 83.0%-3.2pp | 70.9%+9.0pp |
| Annual return | 7.55% | 1319.68%-1312.1pp | 735.21%-727.7pp | 244.93%-237.4pp |
| Employer contribution / active EE | $266 | $1,614-83.5% | $5,298-95.0% | $2,078-87.2% |
| Participant deferral / active EE | $2,415 | $2,068+16.8% | $5,081-52.5% | $3,356-28.0% |
| Admin fee / account holder | $70 | $102-31.0% | $13,411-99.5% | $115-39.1% |