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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,313 |
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 | $85,441 | $65,118+31.2% | $76,768+11.3% | $55,725+53.3% |
| Participation rate | 95.0% | 79.6%+15.4pp | 77.0%+18.1pp | 70.9%+24.2pp |
| Annual return | -3.08% | -1.27%-1.8pp | 2.43%-5.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $3,147 | $1,941+62.2% | $2,485+26.6% | $2,078+51.4% |
| Participant deferral / active EE | $6,330 | $3,688+71.6% | $3,852+64.3% | $3,356+88.6% |
| Admin fee / account holder | $6 | $116-94.5% | $6,675-99.9% | $115-94.4% |