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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 | $101,591-58.7% | $147,096-71.5% | $74,429-43.7% |
| Participation rate | 76.0% | 75.5%+0.4pp | 82.2%-6.2pp | 67.2%+8.8pp |
| Annual return | 14.91% | 8746.45%-8731.5pp | 419.75%-404.8pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $7 | $3,813-99.8% | $4,936-99.9% | $2,625-99.7% |
| Participant deferral / active EE | $5,402 | $7,302-26.0% | $8,071-33.1% | $4,348+24.2% |
| Admin fee / account holder | $251 | $1,750-85.6% | $13,005-98.1% | $1,944-87.1% |