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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,496 |
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 | $101,616 | $60,504+67.9% | $81,882+24.1% | $74,478+36.4% |
| Participation rate | 99.0% | 62.9%+36.1pp | 72.4%+26.7pp | 67.2%+31.8pp |
| Annual return | 15.56% | 16.91%-1.4pp | 779.47%-763.9pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $12,038 | $2,627+358.3% | $2,916+312.8% | $2,626+358.4% |
| Participant deferral / active EE | $10,020 | $3,400+194.7% | $4,323+131.8% | $4,350+130.3% |
| Admin fee / account holder | $88 | $1,492-94.1% | $7,360-98.8% | $1,946-95.5% |