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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $74,110 |
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 | $29,419 | $45,382-35.2% | $154,111-80.9% | $75,289-60.9% |
| Participation rate | 77.6% | 65.9%+11.7pp | 83.0%-5.4pp | 72.4%+5.2pp |
| Annual return | 239.60% | -0.47%+240.1pp | 735.18%-495.6pp | -0.04%+239.6pp |
| Employer contribution / active EE | $2,315 | $1,533+51.0% | $5,298-56.3% | $2,405-3.7% |
| Participant deferral / active EE | $2,934 | $2,384+23.1% | $5,081-42.3% | $3,739-21.5% |
| Admin fee / account holder | $37 | $89-59.0% | $13,411-99.7% | $102-64.2% |