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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $38,816 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,225 |
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 | $36,720 | $37,196-1.3% | $154,114-76.2% | $55,725-34.1% |
| Participation rate | 83.5% | 64.1%+19.4pp | 83.0%+0.5pp | 70.9%+12.7pp |
| Annual return | 7.00% | 1319.68%-1312.7pp | 735.16%-728.2pp | 244.93%-237.9pp |
| Employer contribution / active EE | $1,266 | $1,614-21.6% | $5,298-76.1% | $2,078-39.1% |
| Participant deferral / active EE | $2,343 | $2,068+13.3% | $5,081-53.9% | $3,356-30.2% |
| Admin fee / account holder | $117 | $102+15.5% | $13,411-99.1% | $115+1.8% |