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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,273 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,502 | $47,180-24.8% | $149,723-76.3% | $74,473-52.3% |
| Participation rate | 75.8% | 63.4%+12.4pp | 78.8%-3.0pp | 70.7%+5.1pp |
| Annual return | 16.14% | 22.75%-6.6pp | 134.50%-118.4pp | 34.36%-18.2pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,529 | $2,730-7.4% | $5,682-55.5% | $4,530-44.2% |
| Admin fee / account holder | $14 | $343-95.8% | $13,215-99.9% | $347-95.8% |