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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $13,964 |
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 | $34,012 | $55,437-38.6% | $155,534-78.1% | $74,459-54.3% |
| Participation rate | 94.0% | 61.9%+32.1pp | 78.2%+15.8pp | 67.2%+26.7pp |
| Annual return | 14.23% | 269.58%-255.3pp | 64.92%-50.7pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $2,378 | $2,266+5.0% | $4,675-49.1% | $2,626-9.4% |
| Participant deferral / active EE | $3,164 | $2,837+11.5% | $5,630-43.8% | $4,350-27.3% |
| Admin fee / account holder | $37 | $1,742-97.9% | $15,900-99.8% | $1,945-98.1% |