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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Direct pay... | $148,647 |
WESTMINSTER CONSULTING, LLC4+ years Filed as: WESTMINSTER CONSULTING LLC Service code 16 · EIN 45-3679779 | Consulting | $77,759 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLC Service code 10 · EIN 22-1478099 | Accounting | $16,800 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,698 | $45,382+20.5% | $154,110-64.5% | $75,289-27.3% |
| Participation rate | 50.1% | 65.9%-15.8pp | 83.0%-33.0pp | 72.4%-22.4pp |
| Annual return | 0.66% | -0.47%+1.1pp | 735.22%-734.6pp | -0.04%+0.7pp |
| Employer contribution / active EE | $88 | $1,533-94.3% | $5,298-98.3% | $2,405-96.4% |
| Participant deferral / active EE | $2,861 | $2,384+20.0% | $5,081-43.7% | $3,739-23.5% |
| Admin fee / account holder | $96 | $89+7.6% | $13,412-99.3% | $102-6.1% |