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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,879 |
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 | $24,459 | $85,766-71.5% | $136,298-82.1% | $70,126-65.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 17.10% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.0pp |
| Employer contribution / active EE | $2,804 | $2,966-5.5% | $4,696-40.3% | $2,343+19.7% |
| Participant deferral / active EE | $4,669 | $5,051-7.6% | $6,247-25.3% | $3,332+40.1% |
| Admin fee / account holder | $18 | $5,421-99.7% | $9,244-99.8% | $4,645-99.6% |