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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $19,324 |
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 | $34,017 | $59,584-42.9% | $86,615-60.7% | $79,391-57.2% |
| Participation rate | 76.8% | 67.7%+9.2pp | 71.6%+5.2pp | 70.7%+6.1pp |
| Annual return | 60.25% | 23.15%+37.1pp | 63.51%-3.3pp | 116.88%-56.6pp |
| Employer contribution / active EE | $1,921 | $1,768+8.7% | $2,496-23.0% | $2,428-20.9% |
| Participant deferral / active EE | $4,193 | $3,036+38.1% | $3,699+13.3% | $4,046+3.6% |
| Admin fee / account holder | $80 | $604-86.8% | $5,830-98.6% | $627-87.3% |