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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $379 |
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 | $79,228 | $63,924+23.9% | $108,582-27.0% | $55,167+43.6% |
| Participation rate | 85.8% | 74.3%+11.5pp | 79.6%+6.3pp | 69.0%+16.8pp |
| Annual return | 11.41% | 15.31%-3.9pp | -51.70%+63.1pp | 169.23%-157.8pp |
| Employer contribution / active EE | $1,162 | $1,879-38.2% | $3,758-69.1% | $1,963-40.8% |
| Participant deferral / active EE | $4,291 | $3,067+39.9% | $4,311-0.5% | $3,054+40.5% |
| Admin fee / account holder | $3 | $618-99.5% | $7,645-100.0% | $504-99.4% |