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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $39,466 |
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 | $21,473 | $58,312-63.2% | $86,656-75.2% | $71,529-70.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 17.70% | 24.08%-6.4pp | 593.09%-575.4pp | 28.97%-11.3pp |
| Employer contribution / active EE | $3,668 | $2,576+42.4% | $3,025+21.2% | $2,590+41.6% |
| Participant deferral / active EE | $2,645 | $3,439-23.1% | $4,439-40.4% | $4,291-38.4% |
| Admin fee / account holder | $95 | $1,057-91.0% | $5,619-98.3% | $1,588-94.0% |