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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $1,218 |
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 | $31,564 | $54,757-42.4% | $90,304-65.0% | $72,975-56.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.37% | 30.63%-12.3pp | 78.13%-59.8pp | 81.01%-62.6pp |
| Employer contribution / active EE | $4,800 | $2,093+129.3% | $2,855+68.1% | $2,440+96.7% |
| Participant deferral / active EE | $4,550 | $2,887+57.6% | $3,885+17.1% | $3,608+26.1% |
| Admin fee / account holder | $9 | $3,973-99.8% | $5,354-99.8% | $5,124-99.8% |