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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,381 | $51,447-72.0% | $104,656-86.3% | $73,415-80.4% |
| Participation rate | 87.1% | 68.2%+18.9pp | 74.1%+13.0pp | 72.2%+14.9pp |
| Annual return | 20.59% | 25.06%-4.5pp | 340.70%-320.1pp | 59.30%-38.7pp |
| Employer contribution / active EE | $1,401 | $1,441-2.8% | $2,682-47.8% | $2,234-37.3% |
| Participant deferral / active EE | $2,775 | $3,058-9.3% | $3,738-25.8% | $3,806-27.1% |
| Admin fee / account holder | $74 | $122-39.0% | $6,466-98.8% | $158-52.9% |