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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2 years Service code 15 · EIN 35-0500670 | Recordkeeping | $17,167 |
C-BEN GROUP1 year Filed as: BEN WARREN Service code 27 TUMWATER WEALTH MANAGEMENT · BOISE, ID 83702 | Advisory (Plan) | $15,861 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,358 | $47,977-13.8% | $154,111-73.2% | $56,287-26.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -3.90% | 3.54%-7.4pp | 735.18%-739.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,774 | $2,169+27.9% | $5,298-47.6% | $2,111+31.4% |
| Participant deferral / active EE | $2,328 | $2,392-2.7% | $5,081-54.2% | $3,350-30.5% |
| Admin fee / account holder | $148 | $438-66.3% | $13,411-98.9% | $521-71.6% |