| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $402,094 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,318 | $106,553-27.4% | $178,505-56.7% | $106,553-27.4% |
| Participation rate | 79.9% | 69.8%+10.0pp | 77.1%+2.7pp | 69.8%+10.0pp |
| Annual return | 14.54% | 17.37%-2.8pp | 27.16%-12.6pp | 17.37%-2.8pp |
| Employer contribution / active EE | $4,321 | $3,359+28.6% | $3,955+9.2% | $3,359+28.6% |
| Participant deferral / active EE | $3,570 | $5,562-35.8% | $6,280-43.2% | $5,562-35.8% |
| Admin fee / account holder | $5 | $80-94.0% | $10,428-100.0% | $80-94.0% |