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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,966 | $95,406-74.9% | $185,849-87.1% | $85,847-72.1% |
| Participation rate | 74.6% | 68.8%+5.9pp | 81.7%-7.1pp | 69.3%+5.3pp |
| Annual return | 10.92% | 23.59%-12.7pp | 122.10%-111.2pp | 318.61%-307.7pp |
| Employer contribution / active EE | $1,126 | $3,314-66.0% | $5,169-78.2% | $2,565-56.1% |
| Participant deferral / active EE | $1,682 | $3,424-50.9% | $5,569-69.8% | $3,952-57.4% |
| Admin fee / account holder | $122 | $7,214-98.3% | $16,244-99.3% | $6,261-98.1% |