Filed May 13, 2022
Total covered: 38 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $199,304 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $24,801 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 16 · EIN 04-2530412 | Consulting | $16,500 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 27 · EIN 20-4651585 | Advisory (Plan) | $10,519 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $9,650 |
Filed as: ARTHUR J. GALLAGHER & CO. INSURANC Service code 22 · EIN 94-3015711 | Insurance Broker | $8,538 |
MURTHA CULLINA LLP1 year Filed as: MURTHA CULLINA Service code 29 · EIN 06-0686015 | Legal | $6,237 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,670 | $48,072-40.4% | $182,532-84.3% | $77,787-63.1% |
| Participation rate | 91.8% | 64.3%+27.5pp | 78.0%+13.8pp | 73.2%+18.6pp |
| Annual return | 22.11% | 31.26%-9.2pp | 148.54%-126.4pp | 32.57%-10.5pp |
| Employer contribution / active EE | $1,201 | $1,453-17.4% | $4,076-70.5% | $2,504-52.0% |
| Participant deferral / active EE | $3,060 | $3,209-4.6% | $5,524-44.6% | $3,967-22.9% |
| Admin fee / account holder | $114 | $131-13.4% | $8,592-98.7% | $100+13.8% |