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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 | $101,653-9.1% | $147,080-37.2% | $74,459+24.1% |
| Participation rate | 95.9% | 75.6%+20.3pp | 82.2%+13.7pp | 67.2%+28.6pp |
| Annual return | 18.61% | 8754.98%-8736.4pp | 420.17%-401.6pp | 1369.70%-1351.1pp |
| Employer contribution / active EE | $18,474 | $3,813+384.5% | $4,933+274.5% | $2,626+603.6% |
| Participant deferral / active EE | $18,644 | $7,304+155.2% | $8,066+131.1% | $4,350+328.6% |
| Admin fee / account holder | $3 | $1,752-99.9% | $12,989-100.0% | $1,945-99.9% |