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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 13-2638166 | Advisory (Participants) | $16,602 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $210 |
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 | $42,427 | $73,638-42.4% | $95,956-55.8% | $73,493-42.3% |
| Participation rate | 86.9% | 76.2%+10.8pp | 77.1%+9.8pp | 70.7%+16.2pp |
| Annual return | 21.89% | 16.78%+5.1pp | 91.63%-69.7pp | 28.51%-6.6pp |
| Employer contribution / active EE | $969 | $1,863-48.0% | $2,541-61.9% | $2,270-57.3% |
| Participant deferral / active EE | $2,327 | $3,617-35.7% | $4,167-44.2% | $3,740-37.8% |
| Admin fee / account holder | $185 | $482-61.5% | $6,797-97.3% | $513-63.8% |