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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $72,013 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,641 | $46,332-64.1% | $143,799-88.4% | $64,819-74.3% |
| Participation rate | 98.2% | 64.2%+34.0pp | 80.3%+17.9pp | 71.5%+26.7pp |
| Annual return | -16.31% | -10.05%-6.3pp | -0.04%-16.3pp | 32.84%-49.2pp |
| Employer contribution / active EE | $3,740 | $1,911+95.7% | $4,952-24.5% | $2,507+49.2% |
| Participant deferral / active EE | $1,741 | $2,647-34.2% | $5,638-69.1% | $4,311-59.6% |
| Admin fee / account holder | $82 | $154-46.8% | $14,677-99.4% | $188-56.4% |