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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,876 |
Service code 15 · EIN 77-0573145 | Recordkeeping | $26,971 |
ATHERTON & ASSOCIATES LLP5 years Service code 10 · EIN 94-1239084 | Accounting | $8,550 |
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 | $36,917 | $84,936-56.5% | $111,303-66.8% | $79,393-53.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 17.68% | 17.45%+0.2pp | 54.66%-37.0pp | 116.87%-99.2pp |
| Employer contribution / active EE | $1,866 | $1,979-5.7% | $2,731-31.7% | $2,428-23.2% |
| Participant deferral / active EE | $5,889 | $3,888+51.5% | $4,487+31.2% | $4,046+45.6% |
| Admin fee / account holder | $49 | $537-90.8% | $7,966-99.4% | $627-92.1% |