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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,407 |
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 | $25,156 | $46,688-46.1% | $189,758-86.7% | $69,733-63.9% |
| Participation rate | 82.4% | 61.7%+20.7pp | 79.8%+2.6pp | 62.5%+19.9pp |
| Annual return | 8.81% | 14.35%-5.5pp | 52.62%-43.8pp | 15.22%-6.4pp |
| Employer contribution / active EE | $646 | $1,695-61.9% | $4,767-86.4% | $2,250-71.3% |
| Participant deferral / active EE | $2,129 | $2,143-0.6% | $5,856-63.6% | $3,054-30.3% |
| Admin fee / account holder | $31 | $1,700-98.2% | $20,388-99.8% | $3,102-99.0% |