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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $6,053 |
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 | $31,478 | $56,640-44.4% | $78,002-59.6% | $55,167-42.9% |
| Participation rate | 90.8% | 73.3%+17.5pp | 75.5%+15.3pp | 69.0%+21.8pp |
| Annual return | 9.17% | 2868.48%-2859.3pp | 425.99%-416.8pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,125 | $1,724-34.7% | $2,470-54.5% | $1,963-42.7% |
| Participant deferral / active EE | $2,007 | $2,778-27.7% | $3,497-42.6% | $3,054-34.3% |
| Admin fee / account holder | $33 | $467-92.9% | $5,481-99.4% | $504-93.4% |