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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 75-3099290 | Other Fees | $13,963 |
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 | $31,110 | $76,696-59.4% | $96,515-67.8% | $71,511-56.5% |
| Participation rate | 92.3% | 66.6%+25.7pp | 74.3%+18.0pp | 67.9%+24.4pp |
| Annual return | 16.67% | 48.32%-31.6pp | 35.73%-19.1pp | 28.86%-12.2pp |
| Employer contribution / active EE | $1,246 | $3,032-58.9% | $3,740-66.7% | $2,589-51.9% |
| Participant deferral / active EE | $3,085 | $3,770-18.2% | $4,880-36.8% | $4,291-28.1% |
| Admin fee / account holder | $107 | $2,030-94.7% | $6,735-98.4% | $1,588-93.3% |