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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $306 |
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 | $132,585 | $45,283+192.8% | $155,789-14.9% | $52,331+153.4% |
| Participation rate | 89.9% | 62.2%+27.7pp | 76.1%+13.8pp | 68.1%+21.8pp |
| Annual return | -0.44% | 1.80%-2.2pp | 71.54%-72.0pp | 4.54%-5.0pp |
| Employer contribution / active EE | $3,976 | $1,329+199.2% | $3,839+3.6% | $1,882+111.3% |
| Participant deferral / active EE | $4,749 | $2,854+66.4% | $4,798-1.0% | $3,022+57.1% |
| Admin fee / account holder | $270 | $981-72.5% | $7,477-96.4% | $592-54.4% |