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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,807 | $87,132-37.1% | $105,624-48.1% | $80,959-32.3% |
| Participation rate | 98.5% | 70.4%+28.1pp | 75.3%+23.3pp | 67.7%+30.9pp |
| Annual return | 17.25% | 17.03%+0.2pp | 116.20%-99.0pp | 35.67%-18.4pp |
| Employer contribution / active EE | $7,021 | $2,397+192.9% | $3,168+121.7% | $2,757+154.7% |
| Participant deferral / active EE | $15,298 | $3,985+283.8% | $5,013+205.2% | $4,300+255.7% |
| Admin fee / account holder | $264 | $8,449-96.9% | $10,961-97.6% | $6,925-96.2% |