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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Employer contribution per participant 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 | $59,490 | $77,920-23.7% | $149,723-60.3% | $75,177-20.9% |
| Participation rate | 91.6% | 65.6%+26.0pp | 78.8%+12.8pp | 67.2%+24.4pp |
| Annual return | 19.22% | 31.72%-12.5pp | 134.50%-115.3pp | 160.75%-141.5pp |
| Employer contribution / active EE | $353 | $3,138-88.8% | $4,821-92.7% | $2,671-86.8% |
| Participant deferral / active EE | $5,175 | $3,411+51.7% | $5,682-8.9% | $4,126+25.4% |
| Admin fee / account holder | $60 | $5,951-99.0% | $13,215-99.5% | $5,651-98.9% |