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| Provider | Service type | Compensation |
|---|---|---|
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $10,815 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$5,092 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,803 | $77,472+76.6% | $100,415+36.2% | $80,959+69.0% |
| Participation rate | 86.6% | 76.9%+9.6pp | 81.5%+5.1pp | 67.7%+18.9pp |
| Annual return | 18.42% | 37.26%-18.8pp | 49.47%-31.1pp | 35.67%-17.2pp |
| Employer contribution / active EE | $2,537 | $2,800-9.4% | $3,943-35.7% | $2,757-8.0% |
| Participant deferral / active EE | $9,946 | $6,818+45.9% | $8,091+22.9% | $4,300+131.3% |
| Admin fee / account holder | $55 | $5,885-99.1% | $7,906-99.3% | $6,925-99.2% |