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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,218 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,562 | $63,905+22.9% | $74,184+5.9% | $57,658+36.3% |
| Participation rate | 93.4% | 79.8%+13.7pp | 76.6%+16.8pp | 70.2%+23.2pp |
| Annual return | 9.39% | 60.60%-51.2pp | 17.74%-8.3pp | 5.13%+4.3pp |
| Employer contribution / active EE | $3,054 | $1,840+65.9% | $2,370+28.8% | $1,974+54.7% |
| Participant deferral / active EE | $6,082 | $3,448+76.4% | $3,550+71.3% | $3,061+98.7% |
| Admin fee / account holder | $8 | $91-90.9% | $5,586-99.9% | $95-91.3% |