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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,658 |
Annual investment return 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 | $35,487 | $50,554-29.8% | $67,681-47.6% | $87,485-59.4% |
| Participation rate | 70.4% | 67.7%+2.7pp | 73.7%-3.4pp | 68.9%+1.4pp |
| Annual return | 10.45% | 17.81%-7.4pp | 590.58%-580.1pp | 26.06%-15.6pp |
| Employer contribution / active EE | $521 | $1,988-73.8% | $2,678-80.5% | $2,596-79.9% |
| Participant deferral / active EE | $2,814 | $2,961-5.0% | $3,976-29.2% | $4,274-34.2% |
| Admin fee / account holder | $1 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |