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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $50,464 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,416 | $62,928-62.8% | $172,753-86.4% | $67,582-65.4% |
| Participation rate | 75.9% | 64.5%+11.4pp | 82.6%-6.8pp | 71.3%+4.6pp |
| Annual return | 25.93% | 30.36%-4.4pp | 803.00%-777.1pp | 378.57%-352.6pp |
| Employer contribution / active EE | $499 | $1,636-69.5% | $5,144-90.3% | $2,148-76.8% |
| Participant deferral / active EE | $2,494 | $2,145+16.3% | $5,198-52.0% | $3,539-29.5% |
| Admin fee / account holder | $190 | $167+13.9% | $13,956-98.6% | $142+33.3% |