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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $550 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,581 | $61,338+78.7% | $149,717-26.8% | $71,495+53.3% |
| Participation rate | 80.7% | 62.5%+18.2pp | 78.8%+1.9pp | 67.9%+12.8pp |
| Annual return | 11.19% | 35.86%-24.7pp | 134.41%-123.2pp | 28.85%-17.7pp |
| Employer contribution / active EE | $4,410 | $2,381+85.2% | $4,820-8.5% | $2,589+70.3% |
| Participant deferral / active EE | $3,949 | $2,919+35.3% | $5,682-30.5% | $4,291-8.0% |
| Admin fee / account holder | $16 | $1,263-98.7% | $13,213-99.9% | $1,588-99.0% |