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| Provider | Service type | Compensation |
|---|---|---|
R.L. EVANS CO., INC.1 year Service code 99 · EIN 91-0849754 | Other Fees | $0 |
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 | $31,284 | $54,573-42.7% | $90,965-65.6% | $73,493-57.4% |
| Participation rate | 76.4% | 61.2%+15.2pp | 69.0%+7.4pp | 70.7%+5.7pp |
| Annual return | 16.38% | 16.69%-0.3pp | 134.57%-118.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,396 | $991+40.8% | $2,122-34.2% | $2,270-38.5% |
| Participant deferral / active EE | $3,972 | $2,517+57.8% | $3,373+17.7% | $3,740+6.2% |
| Admin fee / account holder | $8 | $521-98.5% | $5,960-99.9% | $513-98.4% |