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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 26-0058143 | Consulting | $29,848 |
PROSKAUER ROSE LLP2 years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $19,904 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $12,486 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENT Service code 16 · EIN 32-0070947 | Consulting | $5,141 |
Filed as: CHARLES SCHWAB & CO., LLC Service code 33 · EIN 94-1737782 | Securities brokerage; Consulting fees | $35 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $101,525 | $58,969+72.2% | $129,406-21.5% | $77,762+30.6% |
| Participation rate | 70.3% | 59.5%+10.9pp | 69.6%+0.7pp | 70.6%-0.3pp |
| Annual return | 13.03% | 24.78%-11.7pp | 9468.18%-9455.1pp | 31.27%-18.2pp |
| Employer contribution / active EE | $2,114 | $1,959+8.0% | $4,155-49.1% | $2,728-22.5% |
| Participant deferral / active EE | $3,689 | $3,224+14.4% | $4,167-11.5% | $4,651-20.7% |
| Admin fee / account holder | $121 | $593-79.5% | $7,689-98.4% | $433-71.9% |