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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,886 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,166 | $76,696-17.6% | $96,515-34.6% | $71,511-11.7% |
| Participation rate | 95.2% | 66.6%+28.6pp | 74.3%+20.9pp | 67.9%+27.3pp |
| Annual return | 17.68% | 48.32%-30.6pp | 35.73%-18.0pp | 28.86%-11.2pp |
| Employer contribution / active EE | $2,249 | $3,032-25.8% | $3,740-39.9% | $2,589-13.1% |
| Participant deferral / active EE | $6,642 | $3,770+76.2% | $4,880+36.1% | $4,291+54.8% |
| Admin fee / account holder | $128 | $2,030-93.7% | $6,735-98.1% | $1,588-91.9% |