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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $825 |
Annual investment return 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 | $17,727 | $52,961-66.5% | $172,752-89.7% | $65,185-72.8% |
| Participation rate | 89.2% | 66.2%+23.0pp | 82.6%+6.6pp | 70.2%+19.0pp |
| Annual return | 15.17% | 30.12%-15.0pp | 802.97%-787.8pp | 29.38%-14.2pp |
| Employer contribution / active EE | $1,477 | $2,190-32.6% | $5,144-71.3% | $2,177-32.1% |
| Participant deferral / active EE | $779 | $2,471-68.5% | $5,198-85.0% | $3,514-77.8% |
| Admin fee / account holder | $17 | $472-96.4% | $13,955-99.9% | $847-98.0% |