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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 73-1577418 | Recordkeeping | $5,903 |
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 | $28,786 | $46,464-38.0% | $150,298-80.8% | $79,634-63.9% |
| Participation rate | 85.4% | 57.0%+28.5pp | 77.8%+7.7pp | 62.5%+22.9pp |
| Annual return | 15.07% | 27.89%-12.8pp | 62.79%-47.7pp | 36.46%-21.4pp |
| Employer contribution / active EE | $1,886 | $1,512+24.8% | $4,154-54.6% | $2,529-25.4% |
| Participant deferral / active EE | $3,354 | $2,157+55.5% | $5,453-38.5% | $3,835-12.5% |
| Admin fee / account holder | $194 | $891-78.2% | $14,116-98.6% | $1,002-80.6% |