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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $34,110 |
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 | $28,762 | $49,199-41.5% | $121,210-76.3% | $75,177-61.7% |
| Participation rate | 96.8% | 55.4%+41.3pp | 69.5%+27.2pp | 67.2%+29.6pp |
| Annual return | 15.92% | 56.04%-40.1pp | 987.41%-971.5pp | 160.75%-144.8pp |
| Employer contribution / active EE | $1,398 | $1,547-9.6% | $4,171-66.5% | $2,671-47.7% |
| Participant deferral / active EE | $2,514 | $2,630-4.4% | $4,084-38.4% | $4,126-39.1% |
| Admin fee / account holder | $3 | $3,946-99.9% | $5,647-99.9% | $5,651-99.9% |