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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $30,878 |
Service code 99 · EIN 04-2675571 | Other Fees | $15,114 |
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 | $63,919 | $73,638-13.2% | $95,960-33.4% | $73,493-13.0% |
| Participation rate | 76.0% | 76.2%-0.2pp | 77.1%-1.1pp | 70.7%+5.3pp |
| Annual return | 21.18% | 16.78%+4.4pp | 91.63%-70.5pp | 28.51%-7.3pp |
| Employer contribution / active EE | $977 | $1,863-47.6% | $2,541-61.6% | $2,270-57.0% |
| Participant deferral / active EE | $2,692 | $3,617-25.6% | $4,167-35.4% | $3,740-28.0% |
| Admin fee / account holder | $224 | $482-53.6% | $6,797-96.7% | $513-56.4% |