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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 | $47,479-25.3% | $62,929-43.6% | $82,448-57.0% |
| Participation rate | 70.4% | 66.9%+3.5pp | 73.1%-2.7pp | 68.1%+2.3pp |
| Annual return | 10.45% | 20.34%-9.9pp | 1063.93%-1053.5pp | 41.64%-31.2pp |
| Employer contribution / active EE | $521 | $1,885-72.4% | $2,505-79.2% | $2,551-79.6% |
| Participant deferral / active EE | $2,814 | $2,870-2.0% | $3,888-27.6% | $4,139-32.0% |
| Admin fee / account holder | $1 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |