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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 47-1411118 | Consulting | $14,872 |
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 | $92,217 | $48,327+90.8% | $67,575+36.5% | $80,935+13.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.96% | 18.31%-6.3pp | 3528.98%-3517.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $4,971 | $2,022+145.8% | $2,736+81.7% | $2,757+80.3% |
| Participant deferral / active EE | $10,609 | $2,927+262.4% | $4,003+165.0% | $4,299+146.8% |
| Admin fee / account holder | $255 | $3,692-93.1% | $3,993-93.6% | $6,924-96.3% |