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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $70,696 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,222 | $62,686-67.7% | $178,540-88.7% | $77,736-74.0% |
| Participation rate | 91.0% | 66.9%+24.1pp | 77.1%+13.9pp | 70.6%+20.4pp |
| Annual return | 12.81% | 16.16%-3.3pp | 27.15%-14.3pp | 31.26%-18.4pp |
| Employer contribution / active EE | $843 | $1,914-56.0% | $3,953-78.7% | $2,728-69.1% |
| Participant deferral / active EE | $2,436 | $4,224-42.3% | $6,281-61.2% | $4,651-47.6% |
| Admin fee / account holder | $70 | $386-81.8% | $10,424-99.3% | $433-83.8% |