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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $284,480 |
WESTMINSTER CONSULTING, LLC7+ years Filed as: WESTMINSTER CONSULTING LLC Service code 16 · EIN 45-3679779 | Consulting | $37,500 |
COHNREZNICK LLP4 years Filed as: COHNREZNICK, LLC Service code 10 · EIN 22-1478099 | Accounting | $27,540 |
MID ATLANTIC CAPITAL CORPORATION7+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,015 | $67,512+9.6% | $185,854-60.2% | $93,010-20.4% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 11.78% | 21.04%-9.3pp | 122.12%-110.3pp | 158.70%-146.9pp |
| Employer contribution / active EE | $106 | $1,783-94.1% | $5,169-98.0% | $2,705-96.1% |
| Participant deferral / active EE | $7,373 | $3,035+142.9% | $5,569+32.4% | $4,561+61.7% |
| Admin fee / account holder | $132 | $318-58.3% | $16,246-99.2% | $152-12.7% |