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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 61-1758632 | Other Fees | $56,603 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,526 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,444 | $90,064-15.1% | $100,392-23.9% | $77,736-1.7% |
| Participation rate | 96.9% | 81.3%+15.6pp | 81.5%+15.4pp | 70.6%+26.4pp |
| Annual return | 21.78% | 20.61%+1.2pp | 49.45%-27.7pp | 31.26%-9.5pp |
| Employer contribution / active EE | $2,494 | $3,043-18.0% | $3,941-36.7% | $2,728-8.6% |
| Participant deferral / active EE | $12,586 | $8,282+52.0% | $8,090+55.6% | $4,651+170.6% |
| Admin fee / account holder | $29 | $172-83.4% | $7,904-99.6% | $433-93.4% |