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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $7,819 |
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 | $179,509 | $61,391+192.4% | $149,723+19.9% | $71,529+151.0% |
| Participation rate | 99.0% | 62.5%+36.5pp | 78.8%+20.2pp | 67.9%+31.1pp |
| Annual return | 17.38% | 35.88%-18.5pp | 134.50%-117.1pp | 28.97%-11.6pp |
| Employer contribution / active EE | $8,797 | $2,384+269.1% | $4,821+82.5% | $2,590+239.7% |
| Participant deferral / active EE | $5,736 | $2,921+96.4% | $5,682+0.9% | $4,291+33.7% |
| Admin fee / account holder | $28 | $1,264-97.8% | $13,215-99.8% | $1,588-98.3% |