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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,651 |
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 | $23,582 | $64,871-63.6% | $129,118-81.7% | $66,949-64.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.2%+22.8pp | 69.8%+30.2pp |
| Annual return | -15.06% | -12.21%-2.9pp | -10.94%-4.1pp | 1.57%-16.6pp |
| Employer contribution / active EE | $2,351 | $3,741-37.2% | $5,051-53.5% | $2,545-7.6% |
| Participant deferral / active EE | $5,782 | $5,090+13.6% | $6,539-11.6% | $4,239+36.4% |
| Admin fee / account holder | $81 | $629-87.2% | $14,305-99.4% | $594-86.4% |