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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $40,724 |
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 | $120,231 | $81,446+47.6% | $103,374+16.3% | $80,874+48.7% |
| Participation rate | 94.3% | 66.9%+27.4pp | 74.5%+19.7pp | 67.6%+26.6pp |
| Annual return | 12.46% | 25.57%-13.1pp | 24.89%-12.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $5,114 | $3,107+64.6% | $3,869+32.2% | $2,756+85.6% |
| Participant deferral / active EE | $4,982 | $3,870+28.7% | $5,058-1.5% | $4,297+16.0% |
| Admin fee / account holder | $18 | $6,715-99.7% | $8,394-99.8% | $6,935-99.7% |