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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $804 |
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 | $35,203 | $58,655-40.0% | $91,994-61.7% | $65,185-46.0% |
| Participation rate | 81.8% | 75.3%+6.5pp | 78.6%+3.2pp | 70.2%+11.6pp |
| Annual return | 33.98% | 33.92%+0.1pp | 69.03%-35.0pp | 29.38%+4.6pp |
| Employer contribution / active EE | $3,473 | $2,080+66.9% | $3,452+0.6% | $2,177+59.6% |
| Participant deferral / active EE | $7,094 | $5,474+29.6% | $5,923+19.8% | $3,514+101.9% |
| Admin fee / account holder | $272 | $434-37.5% | $7,743-96.5% | $847-68.0% |