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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $828 |
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 | $35,051 | $54,320-35.5% | $67,652-48.2% | $52,331-33.0% |
| Participation rate | 77.4% | 73.6%+3.8pp | 75.7%+1.7pp | 68.1%+9.3pp |
| Annual return | -1.45% | 6.81%-8.3pp | 6625.40%-6626.8pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,214 | $1,544-21.3% | $2,266-46.4% | $1,882-35.5% |
| Participant deferral / active EE | $2,163 | $2,950-26.7% | $3,560-39.2% | $3,022-28.4% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |