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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,977 |
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 | $17,291 | $76,551-77.4% | $123,894-86.0% | $62,881-72.5% |
| Participation rate | 83.8% | 73.0%+10.8pp | 81.4%+2.4pp | 69.3%+14.5pp |
| Annual return | 8.88% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $4,275 | $2,882+48.3% | $4,617-7.4% | $2,281+87.4% |
| Participant deferral / active EE | $6,686 | $4,840+38.1% | $5,984+11.7% | $3,203+108.7% |
| Admin fee / account holder | $51 | $4,826-98.9% | $8,357-99.4% | $4,296-98.8% |