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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $546 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,629 | $78,419-16.3% | $133,959-51.0% | $73,412-10.6% |
| Participation rate | 71.5% | 78.6%-7.1pp | 79.8%-8.4pp | 72.2%-0.7pp |
| Annual return | 21.53% | 33.35%-11.8pp | 45.09%-23.6pp | 59.30%-37.8pp |
| Employer contribution / active EE | $2,614 | $2,044+27.9% | $3,919-33.3% | $2,234+17.0% |
| Participant deferral / active EE | $5,519 | $3,925+40.6% | $5,047+9.3% | $3,806+45.0% |
| Admin fee / account holder | $54 | $161-66.6% | $8,928-99.4% | $158-65.9% |