Filed June 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $18,375 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 04-2442399 | Other Fees | $14,189 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 49 · EIN 27-0212300 | Other Services | $0 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $74,677 | $100,272-25.5% | $170,043-56.1% | $74,460+0.3% |
| Participation rate | 93.5% | 87.4%+6.1pp | 87.0%+6.5pp | 70.7%+22.8pp |
| Annual return | 16.45% | 66.12%-49.7pp | 53.40%-37.0pp | 34.38%-17.9pp |
| Employer contribution / active EE | $2,745 | $4,266-35.6% | $6,790-59.6% | $2,638+4.1% |
| Participant deferral / active EE | $6,840 | $7,147-4.3% | $10,410-34.3% | $4,530+51.0% |
| Admin fee / account holder | $74 | $235-68.3% | $12,824-99.4% | $348-78.6% |