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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 | $31,724 |
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 | $109,845 | $84,784+29.6% | $98,462+11.6% | $74,473+47.5% |
| Participation rate | 99.1% | 81.5%+17.5pp | 75.2%+23.9pp | 70.7%+28.3pp |
| Annual return | 17.27% | 20.59%-3.3pp | 21.17%-3.9pp | 34.36%-17.1pp |
| Employer contribution / active EE | $3,913 | $3,364+16.3% | $3,049+28.4% | $2,638+48.3% |
| Participant deferral / active EE | $7,320 | $5,218+40.3% | $4,738+54.5% | $4,530+61.6% |
| Admin fee / account holder | $253 | $204+23.8% | $8,875-97.1% | $347-27.0% |