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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $350 |
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 | $42,525 | $69,231-38.6% | $91,994-53.8% | $67,579-37.1% |
| Participation rate | 79.3% | 78.9%+0.4pp | 78.6%+0.6pp | 71.3%+8.0pp |
| Annual return | 25.02% | 32.03%-7.0pp | 69.03%-44.0pp | 378.56%-353.5pp |
| Employer contribution / active EE | $3,005 | $2,284+31.5% | $3,452-13.0% | $2,148+39.9% |
| Participant deferral / active EE | $5,688 | $5,854-2.8% | $5,923-4.0% | $3,539+60.7% |
| Admin fee / account holder | $5 | $107-95.8% | $7,743-99.9% | $142-96.8% |