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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,429 |
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 | $57,513 | $75,832-24.2% | $147,617-61.0% | $59,633-3.6% |
| Participation rate | 76.0% | 71.6%+4.5pp | 84.6%-8.6pp | 68.7%+7.4pp |
| Annual return | 1.24% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $1,100 | $3,485-68.4% | $5,564-80.2% | $2,203-50.1% |
| Participant deferral / active EE | $8,439 | $3,131+169.6% | $4,895+72.4% | $3,192+164.4% |
| Admin fee / account holder | $85 | $5,986-98.6% | $11,612-99.3% | $4,297-98.0% |