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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 | $79,169-41.3% | $100,415-53.7% | $74,478-37.6% |
| Participation rate | 84.5% | 79.4%+5.1pp | 81.5%+2.9pp | 67.2%+17.2pp |
| Annual return | 22.48% | 20.51%+2.0pp | 49.47%-27.0pp | 1370.56%-1348.1pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,677 | $7,751+24.9% | $8,091+19.6% | $4,350+122.5% |
| Admin fee / account holder | $10 | $1,337-99.2% | $7,906-99.9% | $1,946-99.5% |