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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,790 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,656 | $65,453-51.6% | $86,698-63.5% | $66,938-52.7% |
| Participation rate | 76.7% | 75.5%+1.2pp | 76.6%+0.1pp | 69.8%+6.9pp |
| Annual return | -2.26% | -10.89%+8.6pp | 35.95%-38.2pp | 1.58%-3.8pp |
| Employer contribution / active EE | $938 | $2,154-56.5% | $2,837-66.9% | $2,545-63.2% |
| Participant deferral / active EE | $2,429 | $4,102-40.8% | $4,656-47.8% | $4,238-42.7% |
| Admin fee / account holder | $35 | $642-94.6% | $7,493-99.5% | $594-94.2% |