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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL TELESIS3+ years Service code 27 · EIN 68-0279977 | Advisory (Plan) | $22,184 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,508 |
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 | $47,087 | $64,909-27.5% | $82,312-42.8% | $62,293-24.4% |
| Participation rate | 98.7% | 74.9%+23.9pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 17.55% | 21.18%-3.6pp | 25.88%-8.3pp | 28.90%-11.4pp |
| Employer contribution / active EE | $3,772 | $1,676+125.1% | $2,428+55.3% | $2,042+84.7% |
| Participant deferral / active EE | $3,332 | $3,103+7.4% | $3,706-10.1% | $3,169+5.1% |
| Admin fee / account holder | $108 | $440-75.4% | $5,608-98.1% | $479-77.4% |