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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,544 |
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 | $15,937 | $54,763-70.9% | $90,324-82.4% | $72,976-78.2% |
| Participation rate | 83.1% | 65.2%+17.9pp | 73.3%+9.8pp | 69.5%+13.6pp |
| Annual return | 27.25% | 30.63%-3.4pp | 78.15%-50.9pp | 81.02%-53.8pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,717 | $2,887-5.9% | $3,885-30.1% | $3,608-24.7% |
| Admin fee / account holder | $21 | $3,973-99.5% | $5,356-99.6% | $5,124-99.6% |