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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 | $52,450-14.8% | $129,295-65.5% | $74,546-40.1% |
| Participation rate | 95.3% | 53.8%+41.5pp | 69.6%+25.7pp | 67.2%+28.1pp |
| Annual return | 13.53% | 15.65%-2.1pp | 9429.28%-9415.8pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $2,125 | $1,532+38.7% | $4,157-48.9% | $2,624-19.0% |
| Participant deferral / active EE | $3,496 | $2,797+25.0% | $4,169-16.1% | $4,347-19.6% |
| Admin fee / account holder | $5 | $2,636-99.8% | $7,665-99.9% | $1,944-99.8% |