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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $1,890 |
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 | $101,653 | $93,617+8.6% | $135,982-25.2% | $75,177+35.2% |
| Participation rate | 74.5% | 75.2%-0.7pp | 81.9%-7.5pp | 67.2%+7.3pp |
| Annual return | 18.74% | 30.89%-12.1pp | 68.32%-49.6pp | 160.75%-142.0pp |
| Employer contribution / active EE | $2,842 | $3,538-19.7% | $4,859-41.5% | $2,671+6.4% |
| Participant deferral / active EE | $7,617 | $6,406+18.9% | $7,760-1.8% | $4,126+84.6% |
| Admin fee / account holder | $21 | $6,980-99.7% | $10,767-99.8% | $5,651-99.6% |