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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 | $92,076-9.1% | $105,607-20.7% | $77,736+7.7% |
| Participation rate | 99.8% | 81.0%+18.8pp | 75.3%+24.5pp | 70.6%+29.2pp |
| Annual return | 14.39% | 17.84%-3.4pp | 116.11%-101.7pp | 31.26%-16.9pp |
| Employer contribution / active EE | $3,467 | $3,370+2.9% | $3,167+9.5% | $2,728+27.1% |
| Participant deferral / active EE | $6,227 | $5,390+15.5% | $5,011+24.3% | $4,651+33.9% |
| Admin fee / account holder | $171 | $219-22.0% | $10,958-98.4% | $433-60.6% |