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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $484 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,356 | $57,073-90.6% | $85,126-93.7% | $80,925-93.4% |
| Participation rate | 93.0% | 56.4%+36.6pp | 67.5%+25.5pp | 67.7%+25.3pp |
| Annual return | 10.91% | 21.69%-10.8pp | 66.63%-55.7pp | 35.65%-24.7pp |
| Employer contribution / active EE | $2,122 | $1,801+17.8% | $2,731-22.3% | $2,756-23.0% |
| Participant deferral / active EE | $3,202 | $3,113+2.8% | $4,523-29.2% | $4,299-25.5% |
| Admin fee / account holder | $4 | $4,988-99.9% | $6,160-99.9% | $6,940-99.9% |