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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $5,278 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,040 | $24,811-95.8% | $69,701-98.5% | $74,546-98.6% |
| Participation rate | 96.2% | 63.5%+32.7pp | 66.4%+29.7pp | 67.2%+29.0pp |
| Annual return | 0.00% | 18.53%-18.5pp | 100.32%-100.3pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $419 | $1,003-58.2% | $1,713-75.5% | $2,624-84.0% |
| Participant deferral / active EE | $811 | $1,904-57.4% | $2,887-71.9% | $4,347-81.3% |
| Admin fee / account holder | $46 | $1,898-97.6% | $4,717-99.0% | $1,944-97.6% |