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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,207 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,341 | $52,279+11.6% | $89,435-34.8% | $79,856-26.9% |
| Participation rate | 89.7% | 57.5%+32.2pp | 68.0%+21.7pp | 69.6%+20.0pp |
| Annual return | 20.18% | 22.16%-2.0pp | 245.55%-225.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,690 | $2,740+217.1% | $3,890+123.4% | $3,741+132.3% |
| Admin fee / account holder | $66 | $3,356-98.0% | $4,884-98.6% | $5,306-98.7% |