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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
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 | $34,032 | $61,787-44.9% | $97,197-65.0% | $80,925-57.9% |
| Participation rate | 98.7% | 63.5%+35.2pp | 72.7%+26.0pp | 67.7%+31.0pp |
| Annual return | 20.05% | -558.16%+578.2pp | 75.47%-55.4pp | 35.65%-15.6pp |
| Employer contribution / active EE | $4,525 | $1,836+146.4% | $2,723+66.2% | $2,756+64.2% |
| Participant deferral / active EE | $7,865 | $3,027+159.8% | $4,263+84.5% | $4,299+83.0% |
| Admin fee / account holder | $101 | $5,170-98.0% | $5,637-98.2% | $6,940-98.5% |