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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,182 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,506 | $33,745-74.8% | $64,105-86.7% | $55,191-84.6% |
| Participation rate | 94.0% | 59.4%+34.7pp | 68.2%+25.9pp | 69.2%+24.9pp |
| Annual return | 1.84% | 4.95%-3.1pp | 791.24%-789.4pp | 10.78%-8.9pp |
| Employer contribution / active EE | $219 | $641-65.8% | $1,820-88.0% | $1,899-88.5% |
| Participant deferral / active EE | $1,010 | $1,929-47.6% | $2,822-64.2% | $3,046-66.8% |
| Admin fee / account holder | $7 | $94-92.3% | $4,499-99.8% | $91-92.0% |