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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,761 |
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 | $22,527 | $55,437-59.4% | $155,534-85.5% | $74,459-69.7% |
| Participation rate | 84.4% | 61.9%+22.5pp | 78.2%+6.1pp | 67.2%+17.1pp |
| Annual return | 8.55% | 269.58%-261.0pp | 64.92%-56.4pp | 1369.70%-1361.2pp |
| Employer contribution / active EE | $607 | $2,266-73.2% | $4,675-87.0% | $2,626-76.9% |
| Participant deferral / active EE | $2,234 | $2,837-21.2% | $5,630-60.3% | $4,350-48.6% |
| Admin fee / account holder | $28 | $1,742-98.4% | $15,900-99.8% | $1,945-98.5% |