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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Sub-transfer agen... | $16,603 |
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 | $42,922 | $45,041-4.7% | $63,003-31.9% | $70,131-38.8% |
| Participation rate | 79.7% | 69.5%+10.2pp | 74.8%+4.9pp | 69.5%+10.2pp |
| Annual return | 12.35% | 18.76%-6.4pp | 87.59%-75.2pp | 73.14%-60.8pp |
| Employer contribution / active EE | $3,224 | $2,052+57.1% | $2,760+16.8% | $2,342+37.7% |
| Participant deferral / active EE | $2,925 | $2,465+18.6% | $3,329-12.1% | $3,332-12.2% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |