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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $184,039 |
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 | $17,133 | $47,135-63.7% | $149,717-88.6% | $74,440-77.0% |
| Participation rate | 98.7% | 63.4%+35.3pp | 78.8%+19.9pp | 70.7%+28.0pp |
| Annual return | 19.35% | 22.75%-3.4pp | 134.41%-115.1pp | 34.37%-15.0pp |
| Employer contribution / active EE | $4,189 | $1,906+119.8% | $4,820-13.1% | $2,638+58.8% |
| Participant deferral / active EE | $2,122 | $2,728-22.2% | $5,682-62.6% | $4,529-53.1% |
| Admin fee / account holder | $153 | $343-55.5% | $13,213-98.8% | $348-56.1% |