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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $26,946 |
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 | $38,389 | $58,258-34.1% | $81,820-53.1% | $80,925-52.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 16.74% | 41.76%-25.0pp | 777.93%-761.2pp | 35.65%-18.9pp |
| Employer contribution / active EE | $3,998 | $2,345+70.5% | $2,915+37.2% | $2,756+45.1% |
| Participant deferral / active EE | $8,753 | $3,284+166.6% | $4,323+102.5% | $4,299+103.6% |
| Admin fee / account holder | $241 | $4,976-95.2% | $7,391-96.7% | $6,940-96.5% |