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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $90 |
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 | $134,973 | $79,151+70.5% | $60,919+121.6% | $64,829+108.2% |
| Participation rate | 93.6% | 77.7%+15.9pp | 73.1%+20.5pp | 71.5%+22.1pp |
| Annual return | -11.15% | -7.12%-4.0pp | 16.98%-28.1pp | 32.85%-44.0pp |
| Employer contribution / active EE | $3,857 | $3,052+26.4% | $2,704+42.6% | $2,507+53.8% |
| Participant deferral / active EE | $5,192 | $3,727+39.3% | $3,814+36.1% | $4,312+20.4% |
| Admin fee / account holder | $21 | $106-79.8% | $3,226-99.3% | $188-88.6% |