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| Provider | Service type | Compensation |
|---|---|---|
BLEAKLEY FINANCIAL GROUP LLC2 years Service code 99 · EIN 47-2523848 | Other Fees | $50,000 |
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 | $56,006 | $91,372-38.7% | $130,045-56.9% | $74,460-24.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 17.57% | 23.21%-5.6pp | -137.30%+154.9pp | 34.38%-16.8pp |
| Employer contribution / active EE | $3,550 | $2,563+38.5% | $4,321-17.9% | $2,638+34.6% |
| Participant deferral / active EE | $4,655 | $4,721-1.4% | $5,820-20.0% | $4,530+2.8% |
| Admin fee / account holder | $154 | $283-45.7% | $10,600-98.5% | $348-55.7% |