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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $60,845 |
Service code 27 35 E WACKER DR · CHICAGO, IL 606012310 | Advisory (Plan) | $6,164 |
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 | $43,954 | $46,332-5.1% | $143,799-69.4% | $64,819-32.2% |
| Participation rate | 70.5% | 64.2%+6.3pp | 80.3%-9.8pp | 71.5%-1.0pp |
| Annual return | 4.11% | -10.05%+14.2pp | -0.04%+4.2pp | 32.84%-28.7pp |
| Employer contribution / active EE | $1,876 | $1,911-1.8% | $4,952-62.1% | $2,507-25.2% |
| Participant deferral / active EE | $4,096 | $2,647+54.7% | $5,638-27.4% | $4,311-5.0% |
| Admin fee / account holder | $183 | $154+18.7% | $14,677-98.8% | $188-2.8% |