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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,909 | $101,672-58.8% | $147,117-71.5% | $74,478-43.7% |
| Participation rate | 76.0% | 75.5%+0.4pp | 82.2%-6.2pp | 67.2%+8.8pp |
| Annual return | 14.91% | 8757.83%-8742.9pp | 420.54%-405.6pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $7 | $3,813-99.8% | $4,932-99.9% | $2,626-99.7% |
| Participant deferral / active EE | $5,402 | $7,305-26.1% | $8,065-33.0% | $4,350+24.2% |
| Admin fee / account holder | $251 | $1,753-85.7% | $12,993-98.1% | $1,946-87.1% |