Filed August 1, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $11,961 |
KEEL POINT CAPITAL LLC2 years Filed as: KEEL POINT Service code 27 · EIN 20-0166451 100 CHURCH ST SW, SUITE 500 · HUNTSVILLE, AL 358014956 | Advisory (Plan) | $9,353 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,400 | $60,795+14.2% | $69,464-0.1% | $65,185+6.5% |
| Participation rate | 89.1% | 74.9%+14.3pp | 74.6%+14.5pp | 70.2%+18.9pp |
| Annual return | 19.33% | 17.46%+1.9pp | 28.98%-9.7pp | 29.38%-10.1pp |
| Employer contribution / active EE | $2,666 | $2,452+8.7% | $2,779-4.1% | $2,177+22.5% |
| Participant deferral / active EE | $4,435 | $3,162+40.3% | $3,536+25.4% | $3,514+26.2% |
| Admin fee / account holder | $89 | $314-71.5% | $3,840-97.7% | $847-89.5% |