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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $22,327 |
Filed as: CARY STREET Service code 27 · EIN 26-0070474 | Advisory (Plan) | $16,000 |
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 | $55,756 | $64,176-13.1% | $112,249-50.3% | $66,938-16.7% |
| Participation rate | 91.7% | 68.4%+23.3pp | 75.1%+16.7pp | 69.8%+21.9pp |
| Annual return | -16.52% | -13.80%-2.7pp | 27.48%-44.0pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,125 | $3,007-29.3% | $3,636-41.6% | $2,545-16.5% |
| Participant deferral / active EE | $6,279 | $3,694+70.0% | $4,729+32.8% | $4,238+48.1% |
| Admin fee / account holder | $268 | $626-57.2% | $6,412-95.8% | $594-54.8% |