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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $32,508 |
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 | $44,663 | $52,507-14.9% | $129,406-65.5% | $74,478-40.0% |
| Participation rate | 95.3% | 53.9%+41.4pp | 69.6%+25.7pp | 67.2%+28.1pp |
| Annual return | 13.53% | 15.64%-2.1pp | 9468.18%-9454.6pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $2,125 | $1,534+38.5% | $4,155-48.9% | $2,626-19.1% |
| Participant deferral / active EE | $3,496 | $2,801+24.8% | $4,167-16.1% | $4,350-19.6% |
| Admin fee / account holder | $5 | $2,639-99.8% | $7,689-99.9% | $1,946-99.8% |