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| Provider | Service type | Compensation |
|---|---|---|
BLEAKLEY FINANCIAL GROUP LLC3 years Service code 99 · EIN 47-2523848 | Other Fees | $50,000 |
E.R.I.S.A., INC.9 years Service code 99 · EIN 36-3180571 | Other Fees | $9,204 |
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 | $60,779 | $89,435-32.0% | $164,975-63.2% | $77,714-21.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 15.35% | 28.82%-13.5pp | 70.12%-54.8pp | 31.26%-15.9pp |
| Employer contribution / active EE | $3,504 | $2,563+36.7% | $4,343-19.3% | $2,727+28.5% |
| Participant deferral / active EE | $4,938 | $4,901+0.8% | $6,033-18.2% | $4,649+6.2% |
| Admin fee / account holder | $172 | $340-49.2% | $12,688-98.6% | $433-60.2% |