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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,397 |
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 | $46,480 | $78,976-41.1% | $100,383-53.7% | $74,546-37.6% |
| Participation rate | 84.5% | 79.5%+5.0pp | 81.5%+3.0pp | 67.2%+17.3pp |
| Annual return | 22.48% | 20.62%+1.9pp | 49.26%-26.8pp | 1366.03%-1343.6pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $9,677 | $7,758+24.7% | $8,086+19.7% | $4,347+122.6% |
| Admin fee / account holder | $10 | $1,330-99.2% | $7,900-99.9% | $1,944-99.5% |