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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,460 |
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 | $45,451 | $65,437-30.5% | $86,698-47.6% | $66,949-32.1% |
| Participation rate | 86.1% | 75.5%+10.6pp | 76.6%+9.5pp | 69.8%+16.3pp |
| Annual return | -17.16% | -10.91%-6.2pp | 35.96%-53.1pp | 1.57%-18.7pp |
| Employer contribution / active EE | $4,156 | $2,154+93.0% | $2,837+46.5% | $2,545+63.3% |
| Participant deferral / active EE | $3,027 | $4,102-26.2% | $4,656-35.0% | $4,239-28.6% |
| Admin fee / account holder | $61 | $642-90.6% | $7,492-99.2% | $594-89.8% |