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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 | $61,789-44.9% | $97,167-65.0% | $80,874-57.9% |
| Participation rate | 98.7% | 63.5%+35.2pp | 72.7%+26.0pp | 67.6%+31.0pp |
| Annual return | 20.05% | -557.90%+578.0pp | 75.27%-55.2pp | 35.62%-15.6pp |
| Employer contribution / active EE | $4,525 | $1,837+146.4% | $2,729+65.8% | $2,756+64.2% |
| Participant deferral / active EE | $7,865 | $3,028+159.7% | $4,264+84.5% | $4,297+83.0% |
| Admin fee / account holder | $101 | $5,168-98.0% | $5,650-98.2% | $6,935-98.5% |