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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 75-3099290 | Other Fees | $0 |
Service code 99 · EIN 59-2937883 | Other Fees | $0 |
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 | $32,565 | $77,677-58.1% | $109,173-70.2% | $79,391-59.0% |
| Participation rate | 95.2% | 67.8%+27.4pp | 75.9%+19.3pp | 70.7%+24.5pp |
| Annual return | 24.26% | 23.44%+0.8pp | 25.75%-1.5pp | 116.88%-92.6pp |
| Employer contribution / active EE | $1,158 | $2,798-58.6% | $3,723-68.9% | $2,428-52.3% |
| Participant deferral / active EE | $2,842 | $3,517-19.2% | $4,654-38.9% | $4,046-29.8% |
| Admin fee / account holder | $43 | $732-94.2% | $6,755-99.4% | $627-93.2% |