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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,451 |
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 | $45,866 | $46,732-1.9% | $156,551-70.7% | $55,167-16.9% |
| Participation rate | 72.1% | 65.8%+6.3pp | 84.0%-11.9pp | 69.0%+3.1pp |
| Annual return | 9.73% | 17.72%-8.0pp | 32.23%-22.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $2,697 | $2,105+28.1% | $5,501-51.0% | $1,963+37.4% |
| Participant deferral / active EE | $7,615 | $2,204+245.5% | $4,871+56.3% | $3,054+149.3% |
| Admin fee / account holder | $18 | $418-95.6% | $13,028-99.9% | $504-96.3% |