Filed February 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $106,585 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,243 | $72,303+12.4% | $86,698-6.3% | $64,824+25.3% |
| Participation rate | 99.4% | 80.4%+19.0pp | 76.6%+22.9pp | 71.5%+28.0pp |
| Annual return | -16.55% | 392.77%-409.3pp | 35.96%-52.5pp | 32.84%-49.4pp |
| Employer contribution / active EE | $3,227 | $2,393+34.9% | $2,837+13.8% | $2,507+28.7% |
| Participant deferral / active EE | $3,643 | $4,660-21.8% | $4,656-21.8% | $4,311-15.5% |
| Admin fee / account holder | $160 | $174-8.3% | $7,492-97.9% | $188-15.1% |