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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $133,969 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,212 | $89,465-15.9% | $165,071-54.4% | $77,736-3.2% |
| Participation rate | 76.9% | 78.6%-1.8pp | 78.6%-1.7pp | 70.6%+6.3pp |
| Annual return | 56.62% | 28.86%+27.8pp | 70.17%-13.6pp | 31.26%+25.4pp |
| Employer contribution / active EE | $3,180 | $2,565+24.0% | $4,347-26.9% | $2,728+16.6% |
| Participant deferral / active EE | $6,616 | $4,904+34.9% | $6,035+9.6% | $4,651+42.3% |
| Admin fee / account holder | $124 | $340-63.6% | $12,695-99.0% | $433-71.4% |