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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $15,575 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $15,575 |
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 | $120,081 | $52,967+126.7% | $172,753-30.5% | $65,186+84.2% |
| Participation rate | 92.5% | 66.2%+26.3pp | 82.6%+9.9pp | 70.2%+22.3pp |
| Annual return | 21.05% | 30.12%-9.1pp | 803.00%-782.0pp | 29.39%-8.3pp |
| Employer contribution / active EE | $3,828 | $2,190+74.8% | $5,144-25.6% | $2,177+75.9% |
| Participant deferral / active EE | $3,968 | $2,471+60.6% | $5,198-23.7% | $3,514+12.9% |
| Admin fee / account holder | $179 | $472-62.1% | $13,956-98.7% | $847-78.9% |