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| Provider | Service type | Compensation |
|---|---|---|
PERFORMANCE STRATEGIES, LLC4 years Service code 16 · EIN 54-1867052 | Consulting | $9,171 |
FID INV INST OPS CO4 years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $142,315 | $120,057+18.5% | $75,728+87.9% | $93,010+53.0% |
| Participation rate | 89.9% | 77.3%+12.6pp | 74.8%+15.1pp | 73.9%+16.0pp |
| Annual return | 15.41% | 19.62%-4.2pp | 104.66%-89.3pp | 158.70%-143.3pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,743-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $7,072 | $4,089+72.9% | $3,820+85.1% | $4,561+55.0% |
| Admin fee / account holder | $4 | $81-95.2% | $3,620-99.9% | $152-97.4% |