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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 | $45,343-44.5% | $150,298-83.3% | $67,986-63.0% |
| Participation rate | 82.4% | 51.9%+30.5pp | 77.8%+4.6pp | 57.2%+25.1pp |
| Annual return | 8.81% | 33.28%-24.5pp | 62.79%-54.0pp | 31.67%-22.9pp |
| Employer contribution / active EE | $646 | $1,462-55.8% | $4,154-84.4% | $2,019-68.0% |
| Participant deferral / active EE | $2,129 | $2,055+3.6% | $5,453-61.0% | $3,358-36.6% |
| Admin fee / account holder | $31 | $2,250-98.6% | $14,116-99.8% | $3,203-99.0% |