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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $26,761 |
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 | $38,403 | $48,432-20.7% | $121,204-68.3% | $71,511-46.3% |
| Participation rate | 94.4% | 54.3%+40.1pp | 69.5%+24.9pp | 67.9%+26.5pp |
| Annual return | 17.79% | 23.28%-5.5pp | 987.18%-969.4pp | 28.86%-11.1pp |
| Employer contribution / active EE | $1,940 | $1,493+29.9% | $4,170-53.5% | $2,589-25.1% |
| Participant deferral / active EE | $3,296 | $2,756+19.6% | $4,083-19.3% | $4,291-23.2% |
| Admin fee / account holder | $3 | $1,845-99.8% | $5,651-99.9% | $1,588-99.8% |