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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 73-1577418 | Recordkeeping | $47,007 |
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 | $24,299 | $50,919-52.3% | $155,556-84.4% | $77,762-68.8% |
| Participation rate | 74.5% | 63.1%+11.4pp | 78.2%-3.7pp | 70.6%+3.9pp |
| Annual return | 18.36% | 34.84%-16.5pp | 64.84%-46.5pp | 31.27%-12.9pp |
| Employer contribution / active EE | $1,348 | $1,991-32.3% | $4,675-71.2% | $2,728-50.6% |
| Participant deferral / active EE | $2,286 | $2,824-19.1% | $5,631-59.4% | $4,651-50.9% |
| Admin fee / account holder | $145 | $437-66.8% | $15,885-99.1% | $433-66.5% |