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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$3,542 |
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 | $66,155 | $55,446+19.3% | $155,574-57.5% | $74,429-11.1% |
| Participation rate | 70.7% | 61.9%+8.8pp | 78.2%-7.5pp | 67.2%+3.5pp |
| Annual return | 14.65% | 269.20%-254.6pp | 64.87%-50.2pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $3,776 | $2,266+66.6% | $4,676-19.2% | $2,625+43.8% |
| Participant deferral / active EE | $5,178 | $2,836+82.6% | $5,629-8.0% | $4,348+19.1% |
| Admin fee / account holder | $11 | $1,743-99.4% | $15,914-99.9% | $1,944-99.4% |