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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $50,189 |
DS INVESTMENT ADVISORS1 year Service code 27 · EIN 87-4233743 | Advisory (Plan) | $20,527 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $14,849 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,055 |
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 | $101,970 | $89,465+14.0% | $164,866-38.1% | $77,671+31.3% |
| Participation rate | 79.8% | 78.6%+1.2pp | 78.6%+1.2pp | 70.6%+9.2pp |
| Annual return | 16.72% | 28.81%-12.1pp | 69.97%-53.2pp | 31.21%-14.5pp |
| Employer contribution / active EE | $2,321 | $2,568-9.6% | $4,343-46.5% | $2,726-14.9% |
| Participant deferral / active EE | $4,477 | $4,897-8.6% | $6,033-25.8% | $4,648-3.7% |
| Admin fee / account holder | $226 | $340-33.5% | $12,689-98.2% | $430-47.5% |