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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,645 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,317 | $86,919-46.7% | $102,457-54.8% | $80,911-42.8% |
| Participation rate | 73.8% | 72.4%+1.4pp | 76.5%-2.7pp | 67.6%+6.2pp |
| Annual return | 9.45% | 18.90%-9.4pp | 29.41%-20.0pp | 35.63%-26.2pp |
| Employer contribution / active EE | $1,801 | $2,368-23.9% | $3,022-40.4% | $2,756-34.6% |
| Participant deferral / active EE | $4,426 | $4,119+7.4% | $5,054-12.4% | $4,297+3.0% |
| Admin fee / account holder | $73 | $8,049-99.1% | $9,451-99.2% | $6,935-98.9% |