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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $25,430 |
Annual investment return 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 | $26,854 | $50,199-46.5% | $69,890-61.6% | $66,949-59.9% |
| Participation rate | 78.3% | 66.3%+11.9pp | 70.5%+7.8pp | 69.8%+8.5pp |
| Annual return | -18.22% | -13.85%-4.4pp | 190.84%-209.1pp | 1.57%-19.8pp |
| Employer contribution / active EE | $1,862 | $1,864-0.1% | $2,560-27.3% | $2,545-26.8% |
| Participant deferral / active EE | $3,465 | $3,112+11.3% | $3,848-10.0% | $4,239-18.3% |
| Admin fee / account holder | $97 | $600-83.9% | $6,267-98.5% | $594-83.7% |