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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,439 |
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 | $19,008 | $65,125-70.8% | $143,797-86.8% | $66,949-71.6% |
| Participation rate | 83.9% | 65.2%+18.7pp | 80.3%+3.6pp | 69.8%+14.1pp |
| Annual return | 0.78% | -11.13%+11.9pp | -0.04%+0.8pp | 1.57%-0.8pp |
| Employer contribution / active EE | $577 | $2,362-75.6% | $4,952-88.3% | $2,545-77.3% |
| Participant deferral / active EE | $2,005 | $2,920-31.3% | $5,638-64.4% | $4,239-52.7% |
| Admin fee / account holder | $38 | $503-92.5% | $14,679-99.7% | $594-93.6% |