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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 75-3099290 | Other Fees | $12,563 |
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 | $27,581 | $64,176-57.0% | $112,263-75.4% | $66,949-58.8% |
| Participation rate | 92.0% | 68.4%+23.6pp | 75.1%+17.0pp | 69.8%+22.2pp |
| Annual return | -16.41% | -13.80%-2.6pp | 27.49%-43.9pp | 1.57%-18.0pp |
| Employer contribution / active EE | $1,234 | $3,007-59.0% | $3,636-66.1% | $2,545-51.5% |
| Participant deferral / active EE | $3,023 | $3,694-18.2% | $4,729-36.1% | $4,239-28.7% |
| Admin fee / account holder | $72 | $626-88.6% | $6,410-98.9% | $594-87.9% |