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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,225 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,924 | $61,166-56.0% | $185,837-85.5% | $79,393-66.1% |
| Participation rate | 83.0% | 66.6%+16.4pp | 81.7%+1.3pp | 70.7%+12.3pp |
| Annual return | 8.81% | 19.45%-10.6pp | 122.08%-113.3pp | 116.87%-108.1pp |
| Employer contribution / active EE | $2,107 | $2,321-9.2% | $5,168-59.2% | $2,428-13.2% |
| Participant deferral / active EE | $1,554 | $2,789-44.3% | $5,568-72.1% | $4,046-61.6% |
| Admin fee / account holder | $31 | $710-95.6% | $16,241-99.8% | $627-95.0% |