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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $65,000 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $32,403 |
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 | $83,694 | $92,186-9.2% | $105,624-20.8% | $77,762+7.6% |
| Participation rate | 99.8% | 81.0%+18.7pp | 75.3%+24.5pp | 70.6%+29.2pp |
| Annual return | 14.39% | 17.83%-3.4pp | 116.20%-101.8pp | 31.27%-16.9pp |
| Employer contribution / active EE | $3,467 | $3,376+2.7% | $3,168+9.4% | $2,728+27.1% |
| Participant deferral / active EE | $6,227 | $5,395+15.4% | $5,013+24.2% | $4,651+33.9% |
| Admin fee / account holder | $171 | $219-22.0% | $10,961-98.4% | $433-60.5% |