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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $575 |
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 | $29,347 | $76,112-61.4% | $96,534-69.6% | $71,511-59.0% |
| Participation rate | 95.5% | 74.4%+21.1pp | 76.0%+19.5pp | 67.9%+27.5pp |
| Annual return | 22.95% | 22.81%+0.1pp | 25.88%-2.9pp | 28.86%-5.9pp |
| Employer contribution / active EE | $3,950 | $2,248+75.7% | $2,965+33.2% | $2,589+52.6% |
| Participant deferral / active EE | $10,087 | $4,217+139.2% | $4,851+107.9% | $4,291+135.1% |
| Admin fee / account holder | $2 | $2,708-99.9% | $8,253-100.0% | $1,588-99.9% |