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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,512 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,733 | $78,976-51.0% | $100,383-61.4% | $74,546-48.0% |
| Participation rate | 84.5% | 79.5%+5.1pp | 81.5%+3.0pp | 67.2%+17.3pp |
| Annual return | 36.61% | 20.62%+16.0pp | 49.26%-12.7pp | 1366.03%-1329.4pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $11,113 | $7,758+43.3% | $8,086+37.4% | $4,347+155.6% |
| Admin fee / account holder | $13 | $1,330-99.0% | $7,900-99.8% | $1,944-99.3% |