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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $8,492 |
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 | $79,737 | $79,181+0.7% | $102,423-22.2% | $74,429+7.1% |
| Participation rate | 92.8% | 74.8%+18.0pp | 76.5%+16.3pp | 67.2%+25.6pp |
| Annual return | 16.55% | 54.97%-38.4pp | 29.42%-12.9pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $1,274 | $2,362-46.1% | $3,023-57.9% | $2,625-51.5% |
| Participant deferral / active EE | $4,828 | $4,416+9.3% | $5,054-4.5% | $4,348+11.0% |
| Admin fee / account holder | $53 | $2,002-97.4% | $9,455-99.4% | $1,944-97.3% |