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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$4,837 |
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 | $183,052 | $51,283+256.9% | $95,759+91.2% | $71,529+155.9% |
| Participation rate | 91.7% | 63.1%+28.6pp | 72.3%+19.4pp | 67.9%+23.7pp |
| Annual return | 20.05% | 25.25%-5.2pp | 28.42%-8.4pp | 28.97%-8.9pp |
| Employer contribution / active EE | $1,122 | $1,817-38.2% | $2,836-60.4% | $2,590-56.7% |
| Participant deferral / active EE | $3,891 | $3,365+15.6% | $4,244-8.3% | $4,291-9.3% |
| Admin fee / account holder | -$32 | $1,135-102.8% | $5,678-100.6% | $1,588-102.0% |