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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $46,121 |
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 | $26,826 | $50,812-47.2% | $155,602-82.8% | $77,692-65.5% |
| Participation rate | 93.4% | 63.1%+30.3pp | 78.2%+15.2pp | 70.6%+22.8pp |
| Annual return | 3.80% | 34.85%-31.1pp | 64.81%-61.0pp | 31.25%-27.5pp |
| Employer contribution / active EE | $1,897 | $1,989-4.6% | $4,675-59.4% | $2,726-30.4% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,629-100.0% | $4,648-100.0% |
| Admin fee / account holder | $8 | $436-98.2% | $15,923-100.0% | $431-98.2% |