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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,475 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,534 | $47,977-69.7% | $154,108-90.6% | $56,289-74.2% |
| Participation rate | 89.9% | 66.2%+23.8pp | 83.0%+6.9pp | 69.9%+20.1pp |
| Annual return | -5.13% | 3.54%-8.7pp | 735.21%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,851 | $2,169-14.6% | $5,298-65.1% | $2,111-12.3% |
| Participant deferral / active EE | $665 | $2,392-72.2% | $5,081-86.9% | $3,350-80.1% |
| Admin fee / account holder | $28 | $438-93.5% | $13,411-99.8% | $521-94.5% |