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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,230 |
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 | $121,120 | $73,638+64.5% | $95,960+26.2% | $73,493+64.8% |
| Participation rate | 76.3% | 76.2%+0.2pp | 77.1%-0.7pp | 70.7%+5.7pp |
| Annual return | 16.55% | 16.78%-0.2pp | 91.63%-75.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,612 | $1,863-13.5% | $2,541-36.6% | $2,270-29.0% |
| Participant deferral / active EE | $6,065 | $3,617+67.7% | $4,167+45.6% | $3,740+62.2% |
| Admin fee / account holder | $10 | $482-98.0% | $6,797-99.9% | $513-98.1% |