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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $3,710,671 |
TRINET6 years Filed as: TRINET HR CORPORATION Service code 14 · EIN 48-1304650 | Plan Administrator | $66,811 |
FIDUCIENTS ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $60,873 |
MAYER HOFFMAN MCCANN P.C.6 years Service code 10 · EIN 43-1947695 | Accounting | $35,175 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467923 | Other Services | $12,655 |
AMERICAN FUNDS5 years Service code 52 | Indirect Investment Fees | $0 |
BIARD FUNDS5 years Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
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 | $101,142 | $107,662-6.1% | $159,495-36.6% | $106,520-5.0% |
| Participation rate | 72.2% | 69.4%+2.9pp | 82.8%-10.6pp | 71.3%+0.9pp |
| Annual return | 16.86% | 22.17%-5.3pp | 263.72%-246.9pp | 19.28%-2.4pp |
| Employer contribution / active EE | $4,126 | $2,741+50.5% | $4,831-14.6% | $2,840+45.3% |
| Participant deferral / active EE | $8,088 | $6,799+19.0% | $7,354+10.0% | $4,948+63.5% |
| Admin fee / account holder | $172 | $69+150.5% | $10,804-98.4% | $75+130.6% |