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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,400 |
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 | $90,320 | $59,191+52.6% | $76,767+17.7% | $56,289+60.5% |
| Participation rate | 81.0% | 75.2%+5.8pp | 77.0%+4.0pp | 69.9%+11.1pp |
| Annual return | -4.47% | 6.62%-11.1pp | 2.43%-6.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,702 | $1,759-3.2% | $2,485-31.5% | $2,111-19.4% |
| Participant deferral / active EE | $5,857 | $3,255+79.9% | $3,852+52.1% | $3,350+74.8% |
| Admin fee / account holder | $12 | $489-97.5% | $6,675-99.8% | $521-97.7% |