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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $39,312 |
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 | $47,793 | $58,726-18.6% | $142,898-66.6% | $85,851-44.3% |
| Participation rate | 96.8% | 58.5%+38.3pp | 72.0%+24.8pp | 69.3%+27.5pp |
| Annual return | 12.85% | 27.73%-14.9pp | 5639.64%-5626.8pp | 318.63%-305.8pp |
| Employer contribution / active EE | $1,895 | $1,424+33.1% | $4,146-54.3% | $2,565-26.1% |
| Participant deferral / active EE | $2,775 | $2,609+6.4% | $3,838-27.7% | $3,952-29.8% |
| Admin fee / account holder | $5 | $4,234-99.9% | $6,560-99.9% | $6,261-99.9% |