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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Claims pr... | $205,586 |
WESTMINSTER CONSULTING, LLC6+ years Filed as: WESTMINSTER CONSULTING LLC Service code 16 · EIN 45-3679779 | Consulting | $62,697 |
COHNREZNICK LLP3 years Filed as: COHNREZNICK, LLC Service code 10 · EIN 22-1478099 | Accounting | $44,280 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,561 | $56,095+18.7% | $178,510-62.7% | $90,274-26.3% |
| Participation rate | 55.9% | 65.6%-9.6pp | 81.9%-26.0pp | 73.4%-17.4pp |
| Annual return | 13.07% | 28.81%-15.7pp | 151.13%-138.1pp | 53.97%-40.9pp |
| Employer contribution / active EE | $43 | $1,572-97.3% | $5,011-99.2% | $2,523-98.3% |
| Participant deferral / active EE | $3,653 | $2,669+36.9% | $5,202-29.8% | $4,231-13.6% |
| Admin fee / account holder | $116 | $101+15.7% | $13,988-99.2% | $114+2.1% |