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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 | $79,169-51.1% | $100,415-61.4% | $74,478-48.0% |
| Participation rate | 84.5% | 79.4%+5.1pp | 81.5%+3.0pp | 67.2%+17.3pp |
| Annual return | 36.61% | 20.51%+16.1pp | 49.47%-12.9pp | 1370.56%-1334.0pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,113 | $7,751+43.4% | $8,091+37.3% | $4,350+155.5% |
| Admin fee / account holder | $13 | $1,337-99.0% | $7,906-99.8% | $1,946-99.3% |