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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Direct payment fr... | $3,623 |
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 | $40,499 | $59,191-31.6% | $76,767-47.2% | $56,289-28.1% |
| Participation rate | 91.3% | 75.2%+16.1pp | 77.0%+14.3pp | 69.9%+21.4pp |
| Annual return | -6.34% | 6.62%-13.0pp | 2.43%-8.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,545 | $1,759-12.1% | $2,485-37.8% | $2,111-26.8% |
| Participant deferral / active EE | $3,839 | $3,255+17.9% | $3,852-0.3% | $3,350+14.6% |
| Admin fee / account holder | $22 | $489-95.5% | $6,675-99.7% | $521-95.8% |