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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $96,849 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,398 | $155,795-38.1% | $136,294-29.3% | $69,631+38.4% |
| Participation rate | 88.7% | 75.2%+13.4pp | 81.9%+6.7pp | 70.7%+18.0pp |
| Annual return | 15.18% | 232464.33%-232449.2pp | 5155.94%-5140.8pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $1,870 | $2,991-37.5% | $4,695-60.2% | $2,032-8.0% |
| Participant deferral / active EE | $4,288 | $5,394-20.5% | $6,247-31.4% | $3,224+33.0% |
| Admin fee / account holder | $208 | $128+61.9% | $9,243-97.8% | $110+88.0% |