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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Direct pay... | $239,134 |
NEPC, LLC4 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $95,328 |
DELOITTE & TOUCHE LLP6+ years Filed as: DELOITTE CONSULTING LLP Service code 16 · EIN 06-1454513 | Consulting | $62,580 |
EPSTEIN BECKER & GREEN PC3 years Filed as: EPSTEIN BECKER & GREEN P.C. Service code 16 · EIN 13-3031033 | Consulting | $29,789 |
LBMC, PC3 years Service code 10 · EIN 62-1199757 | Accounting | $17,500 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,334 |
NATIONAL FINANCIAL SERVICES6+ 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,252 | $82,783+22.3% | $133,956-24.4% | $90,288+12.1% |
| Participation rate | 87.1% | 81.3%+5.8pp | 79.8%+7.2pp | 73.4%+13.7pp |
| Annual return | 30.09% | 21.89%+8.2pp | 45.09%-15.0pp | 53.97%-23.9pp |
| Employer contribution / active EE | $3,969 | $2,388+66.2% | $3,919+1.3% | $2,524+57.2% |
| Participant deferral / active EE | $6,834 | $4,291+59.3% | $5,048+35.4% | $4,232+61.5% |
| Admin fee / account holder | $131 | $93+41.3% | $8,927-98.5% | $114+15.1% |