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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $34,820 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,287 |
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 | $41,651 | $62,166-33.0% | $81,286-48.8% | $74,429-44.0% |
| Participation rate | 76.2% | 64.1%+12.2pp | 69.5%+6.7pp | 67.2%+9.0pp |
| Annual return | 11.47% | 16.50%-5.0pp | 24.80%-13.3pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $960 | $1,881-49.0% | $2,463-61.0% | $2,625-63.4% |
| Participant deferral / active EE | $1,317 | $3,223-59.1% | $3,883-66.1% | $4,348-69.7% |
| Admin fee / account holder | $262 | $1,925-86.4% | $5,764-95.4% | $1,944-86.5% |