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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $96,942 |
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 | $69,842 | $50,812+37.5% | $155,602-55.1% | $77,692-10.1% |
| Participation rate | 70.6% | 63.1%+7.5pp | 78.2%-7.6pp | 70.6%+0.1pp |
| Annual return | 10.54% | 34.85%-24.3pp | 64.81%-54.3pp | 31.25%-20.7pp |
| Employer contribution / active EE | $2,606 | $1,989+31.1% | $4,675-44.2% | $2,726-4.4% |
| Participant deferral / active EE | $4,765 | $2,822+68.8% | $5,629-15.3% | $4,648+2.5% |
| Admin fee / account holder | $222 | $436-49.2% | $15,923-98.6% | $431-48.5% |