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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,337 |
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 | $15,536 | $155,795-90.0% | $136,297-88.6% | $69,631-77.7% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.7pp | 70.7%+27.9pp |
| Annual return | 42.21% | 232464.33%-232422.1pp | 5156.16%-5113.9pp | 27571.02%-27528.8pp |
| Employer contribution / active EE | $5,007 | $2,991+67.4% | $4,696+6.6% | $2,032+146.4% |
| Participant deferral / active EE | $3,336 | $5,394-38.1% | $6,247-46.6% | $3,224+3.5% |
| Admin fee / account holder | $73 | $128-43.0% | $9,244-99.2% | $110-33.8% |