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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $350 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,516 | $44,473-47.1% | $76,518-69.3% | $55,725-57.8% |
| Participation rate | 81.5% | 51.0%+30.6pp | 68.0%+13.5pp | 70.9%+10.7pp |
| Annual return | -9.18% | -2.01%-7.2pp | -0.27%-8.9pp | 244.93%-254.1pp |
| Employer contribution / active EE | $1,910 | $1,101+73.5% | $2,647-27.8% | $2,078-8.1% |
| Participant deferral / active EE | $4,232 | $1,988+112.9% | $3,836+10.3% | $3,356+26.1% |
| Admin fee / account holder | $1 | $134-99.0% | $4,849-100.0% | $115-98.8% |