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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 | $81,487+47.5% | $102,412+17.4% | $80,935+48.6% |
| Participation rate | 94.3% | 66.8%+27.4pp | 74.5%+19.7pp | 67.7%+26.6pp |
| Annual return | 12.46% | 25.60%-13.1pp | 24.94%-12.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $5,114 | $3,103+64.8% | $3,870+32.2% | $2,757+85.5% |
| Participant deferral / active EE | $4,982 | $3,871+28.7% | $5,060-1.5% | $4,299+15.9% |
| Admin fee / account holder | $18 | $6,717-99.7% | $8,388-99.8% | $6,924-99.7% |