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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $875 |
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 | $20,130 | $121,599-83.4% | $135,998-85.2% | $103,657-80.6% |
| Participation rate | 89.7% | 76.2%+13.4pp | 81.9%+7.7pp | 73.4%+16.3pp |
| Annual return | 27.52% | 26.09%+1.4pp | 68.37%-40.8pp | 33.13%-5.6pp |
| Employer contribution / active EE | $1,713 | $4,627-63.0% | $4,860-64.8% | $3,216-46.7% |
| Participant deferral / active EE | $4,486 | $7,782-42.4% | $7,761-42.2% | $5,218-14.0% |
| Admin fee / account holder | $13 | $76-82.6% | $10,769-99.9% | $114-88.5% |