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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $32,882 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,822 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,972 | $46,173-28.6% | $170,435-80.7% | $69,631-52.6% |
| Participation rate | 86.9% | 63.9%+23.0pp | 83.6%+3.3pp | 70.7%+16.2pp |
| Annual return | 15.62% | 21.62%-6.0pp | 205.94%-190.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,640 | $1,610+1.9% | $5,432-69.8% | $2,032-19.3% |
| Participant deferral / active EE | $2,075 | $2,080-0.2% | $4,939-58.0% | $3,224-35.6% |
| Admin fee / account holder | $78 | $116-33.0% | $13,881-99.4% | $110-29.6% |