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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $72 |
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 | $155,930 | $83,884+85.9% | $64,110+143.2% | $74,478+109.4% |
| Participation rate | 98.0% | 76.6%+21.4pp | 72.3%+25.7pp | 70.7%+27.3pp |
| Annual return | 14.26% | 16.57%-2.3pp | 33.75%-19.5pp | 34.37%-20.1pp |
| Employer contribution / active EE | $4,267 | $3,084+38.4% | $2,751+55.1% | $2,637+61.8% |
| Participant deferral / active EE | $5,473 | $3,692+48.2% | $3,883+41.0% | $4,530+20.8% |
| Admin fee / account holder | $52 | $196-73.6% | $3,071-98.3% | $347-85.1% |