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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,581 |
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $13,009 |
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 | $42,776 | $61,356-30.3% | $149,696-71.4% | $71,511-40.2% |
| Participation rate | 84.1% | 62.5%+21.5pp | 78.8%+5.3pp | 67.9%+16.1pp |
| Annual return | 20.18% | 35.86%-15.7pp | 134.46%-114.3pp | 28.86%-8.7pp |
| Employer contribution / active EE | $1,384 | $2,382-41.9% | $4,821-71.3% | $2,589-46.6% |
| Participant deferral / active EE | $3,857 | $2,920+32.1% | $5,682-32.1% | $4,291-10.1% |
| Admin fee / account holder | $242 | $1,263-80.9% | $13,212-98.2% | $1,588-84.8% |