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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,440 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $21,304 | $60,139-64.6% | $90,461-76.4% | $79,856-73.3% |
| Participation rate | 87.1% | 65.0%+22.1pp | 72.7%+14.4pp | 69.6%+17.5pp |
| Annual return | 28.53% | 71.96%-43.4pp | 1294.76%-1266.2pp | 31.71%-3.2pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,082 | $2,939+4.9% | $3,964-22.3% | $3,741-17.6% |
| Admin fee / account holder | $21 | $3,978-99.5% | $5,617-99.6% | $5,306-99.6% |