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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $100 |
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 | $92,370 | $101,499-9.0% | $147,005-37.2% | $74,546+23.9% |
| Participation rate | 95.9% | 75.5%+20.3pp | 82.2%+13.7pp | 67.2%+28.7pp |
| Annual return | 18.61% | 8732.34%-8713.7pp | 418.76%-400.2pp | 1366.03%-1347.4pp |
| Employer contribution / active EE | $18,474 | $3,811+384.8% | $4,934+274.4% | $2,624+604.0% |
| Participant deferral / active EE | $18,644 | $7,304+155.2% | $8,070+131.0% | $4,347+328.8% |
| Admin fee / account holder | $3 | $1,748-99.9% | $13,006-100.0% | $1,944-99.9% |