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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Finders' fees / pl... | $164,610 |
WESTMINSTER CONSULTING, LLC5+ years Filed as: WESTMINSTER CONSULTING LLC Service code 16 · EIN 45-3679779 | Consulting | $25,757 |
COHNREZNICK LLP2 years Filed as: COHNREZNICK, LLC Service code 10 · EIN 22-1478099 | Accounting | $17,000 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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.
Annual investment return 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 | $62,564 | $47,456+31.8% | $172,757-63.8% | $77,775-19.6% |
| Participation rate | 53.7% | 66.3%-12.6pp | 82.6%-29.0pp | 73.2%-19.5pp |
| Annual return | 16.16% | 35.57%-19.4pp | 803.06%-786.9pp | 32.58%-16.4pp |
| Employer contribution / active EE | $55 | $1,574-96.5% | $5,144-98.9% | $2,504-97.8% |
| Participant deferral / active EE | $3,263 | $2,560+27.5% | $5,198-37.2% | $3,966-17.7% |
| Admin fee / account holder | $81 | $81-0.1% | $13,956-99.4% | $100-19.3% |