Filed April 22, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $747,374 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,100 | $106,520-80.2% | $453,569-95.3% | $106,520-80.2% |
| Participation rate | 83.4% | 71.3%+12.1pp | 78.0%+5.4pp | 71.3%+12.1pp |
| Annual return | 10.85% | 19.28%-8.4pp | 64.43%-53.6pp | 19.28%-8.4pp |
| Employer contribution / active EE | $1,157 | $2,840-59.3% | $4,072-71.6% | $2,840-59.3% |
| Participant deferral / active EE | $2,029 | $4,948-59.0% | $6,211-67.3% | $4,948-59.0% |
| Admin fee / account holder | $46 | $75-37.8% | $11,214-99.6% | $75-37.8% |