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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $23,455 |
FINANXIAL, CORP.4+ years Service code 16 · EIN 66-0591759 | Consulting | $817 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,988 | $53,165-43.6% | $86,209-65.2% | $74,440-59.7% |
| Participation rate | 85.0% | 64.9%+20.2pp | 69.0%+16.1pp | 70.7%+14.3pp |
| Annual return | 10.52% | 22.64%-12.1pp | 1169.05%-1158.5pp | 34.37%-23.8pp |
| Employer contribution / active EE | $1,309 | $1,210+8.2% | $2,381-45.0% | $2,638-50.4% |
| Participant deferral / active EE | $4,214 | $3,234+30.3% | $3,986+5.7% | $4,529-6.9% |
| Admin fee / account holder | $67 | $551-87.8% | $6,853-99.0% | $348-80.7% |