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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,895 |
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 | $120,964 | $65,453+84.8% | $86,698+39.5% | $66,938+80.7% |
| Participation rate | 85.5% | 75.5%+10.0pp | 76.6%+8.9pp | 69.8%+15.7pp |
| Annual return | -15.11% | -10.89%-4.2pp | 35.95%-51.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,653 | $2,154-23.3% | $2,837-41.7% | $2,545-35.1% |
| Participant deferral / active EE | $6,511 | $4,102+58.7% | $4,656+39.8% | $4,238+53.6% |
| Admin fee / account holder | $16 | $642-97.5% | $7,493-99.8% | $594-97.3% |