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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $5,235 |
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 | $38,365 | $63,314-39.4% | $91,004-57.8% | $62,293-38.4% |
| Participation rate | 79.7% | 73.3%+6.4pp | 75.6%+4.1pp | 69.5%+10.2pp |
| Annual return | 15.07% | 21.00%-5.9pp | 4.60%+10.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $933 | $1,807-48.4% | $2,456-62.0% | $2,042-54.3% |
| Participant deferral / active EE | $1,836 | $2,944-37.6% | $3,548-48.2% | $3,169-42.1% |
| Admin fee / account holder | $30 | $468-93.7% | $5,417-99.5% | $479-93.8% |