Filed February 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $95,290 |
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 | $89,084 | $79,519+12.0% | $95,964-7.2% | $73,412+21.3% |
| Participation rate | 98.7% | 81.2%+17.6pp | 77.1%+21.7pp | 72.2%+26.6pp |
| Annual return | 16.75% | 19.20%-2.4pp | 91.64%-74.9pp | 59.30%-42.5pp |
| Employer contribution / active EE | $1,844 | $2,048-9.9% | $2,541-27.4% | $2,234-17.4% |
| Participant deferral / active EE | $3,331 | $4,138-19.5% | $4,167-20.1% | $3,806-12.5% |
| Admin fee / account holder | $143 | $184-22.6% | $6,797-97.9% | $158-9.7% |