Filed August 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $13,683 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,000 |
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 | $46,050 | $62,688-26.5% | $178,528-74.2% | $77,714-40.7% |
| Participation rate | 96.6% | 66.9%+29.7pp | 77.1%+19.5pp | 70.6%+26.0pp |
| Annual return | 13.12% | 16.16%-3.0pp | 27.11%-14.0pp | 31.26%-18.1pp |
| Employer contribution / active EE | $3,650 | $1,912+90.9% | $3,950-7.6% | $2,727+33.9% |
| Participant deferral / active EE | $6,790 | $4,224+60.8% | $6,278+8.1% | $4,649+46.0% |
| Admin fee / account holder | $97 | $386-74.8% | $10,419-99.1% | $433-77.6% |