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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $26,389 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,217 | $56,438-44.7% | $76,902-59.4% | $71,529-56.4% |
| Participation rate | 92.6% | 64.3%+28.3pp | 69.6%+23.0pp | 67.9%+24.7pp |
| Annual return | 19.02% | 19.05%0pp | 37.91%-18.9pp | 28.97%-9.9pp |
| Employer contribution / active EE | $2,530 | $1,864+35.8% | $2,534-0.1% | $2,590-2.3% |
| Participant deferral / active EE | $4,389 | $3,136+39.9% | $3,833+14.5% | $4,291+2.3% |
| Admin fee / account holder | $97 | $1,430-93.2% | $5,479-98.2% | $1,588-93.9% |