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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $72,001 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $60,718 |
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 | $61,397 | $50,458+21.7% | $160,037-61.6% | $64,824-5.3% |
| Participation rate | 94.4% | 68.0%+26.4pp | 78.0%+16.5pp | 71.5%+23.0pp |
| Annual return | -16.43% | -13.42%-3.0pp | 408.95%-425.4pp | 32.84%-49.3pp |
| Employer contribution / active EE | $3,447 | $1,722+100.1% | $4,226-18.4% | $2,507+37.5% |
| Participant deferral / active EE | $3,384 | $4,004-15.5% | $6,184-45.3% | $4,311-21.5% |
| Admin fee / account holder | $49 | $706-93.1% | $8,716-99.4% | $188-74.1% |