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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-4617010 | Advisory (Plan) | $43,219 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,470 |
DWC - THE 401(K) EXPERTS2 years Service code 15 · EIN 26-2091417 | Recordkeeping | $16,677 |
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 | $30,683 | $50,860-39.7% | $155,574-80.3% | $77,714-60.5% |
| Participation rate | 84.1% | 63.1%+21.0pp | 78.2%+5.9pp | 70.6%+13.5pp |
| Annual return | 196.85% | 34.86%+162.0pp | 64.87%+132.0pp | 31.26%+165.6pp |
| Employer contribution / active EE | $2,089 | $1,991+5.0% | $4,676-55.3% | $2,727-23.4% |
| Participant deferral / active EE | $4,405 | $2,825+55.9% | $5,629-21.8% | $4,649-5.3% |
| Admin fee / account holder | $143 | $436-67.3% | $15,914-99.1% | $433-67.1% |