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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,730 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,051 | $58,275-15.8% | $81,844-40.1% | $80,935-39.4% |
| Participation rate | 97.6% | 63.5%+34.2pp | 72.4%+25.2pp | 67.7%+30.0pp |
| Annual return | 15.43% | 41.82%-26.4pp | 778.87%-763.4pp | 35.66%-20.2pp |
| Employer contribution / active EE | $2,573 | $2,346+9.7% | $2,916-11.8% | $2,757-6.7% |
| Participant deferral / active EE | $2,359 | $3,285-28.2% | $4,323-45.4% | $4,299-45.1% |
| Admin fee / account holder | $19 | $4,749-99.6% | $7,355-99.7% | $6,924-99.7% |