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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $916 |
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 | $47,681 | $64,909-26.5% | $82,312-42.1% | $62,293-23.5% |
| Participation rate | 71.6% | 74.9%-3.3pp | 76.9%-5.3pp | 69.5%+2.1pp |
| Annual return | 15.55% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $804 | $1,676-52.0% | $2,428-66.9% | $2,042-60.6% |
| Participant deferral / active EE | $2,241 | $3,103-27.8% | $3,706-39.5% | $3,169-29.3% |
| Admin fee / account holder | $55 | $440-87.5% | $5,608-99.0% | $479-88.5% |