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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 | $43,749-42.5% | $158,223-84.1% | $65,306-61.5% |
| Participation rate | 82.4% | 56.9%+25.5pp | 79.2%+3.2pp | 57.7%+24.7pp |
| Annual return | 8.81% | 19.41%-10.6pp | 52.09%-43.3pp | 21.94%-13.1pp |
| Employer contribution / active EE | $646 | $1,497-56.9% | $4,109-84.3% | $1,967-67.2% |
| Participant deferral / active EE | $2,129 | $2,019+5.4% | $5,467-61.1% | $2,959-28.1% |
| Admin fee / account holder | $31 | $1,930-98.4% | $16,047-99.8% | $3,480-99.1% |