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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $28,442 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,271 | $62,686-42.1% | $178,540-79.7% | $77,736-53.3% |
| Participation rate | 86.4% | 66.9%+19.5pp | 77.1%+9.3pp | 70.6%+15.8pp |
| Annual return | 11.31% | 16.16%-4.8pp | 27.15%-15.8pp | 31.26%-19.9pp |
| Employer contribution / active EE | $933 | $1,914-51.2% | $3,953-76.4% | $2,728-65.8% |
| Participant deferral / active EE | $5,169 | $4,224+22.4% | $6,281-17.7% | $4,651+11.2% |
| Admin fee / account holder | $191 | $386-50.4% | $10,424-98.2% | $433-55.8% |