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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $71,967 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $56,696 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,574 | $60,607+34.6% | $189,575-57.0% | $86,821-6.0% |
| Participation rate | 92.8% | 68.9%+23.9pp | 78.4%+14.3pp | 72.3%+20.5pp |
| Annual return | 14.87% | 65.18%-50.3pp | 64.19%-49.3pp | 97.94%-83.1pp |
| Employer contribution / active EE | $3,464 | $1,626+113.1% | $4,412-21.5% | $2,406+44.0% |
| Participant deferral / active EE | $3,446 | $3,895-11.5% | $6,174-44.2% | $4,132-16.6% |
| Admin fee / account holder | $46 | $159-71.3% | $9,806-99.5% | $170-73.2% |