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| Provider | Service type | Compensation |
|---|---|---|
LIFEMARK SECURITIES CORP2 years Filed as: LIFEMARK SECURITIES Service code 27 400 WEST METRO PARK · ROCHESTER, NY 14623 | Advisory (Plan) | $17,385 |
ASCENSUS LLC5+ years Filed as: ASCENSUS, INC. Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $15,579 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,981 | $52,961-62.3% | $172,755-88.4% | $65,185-69.3% |
| Participation rate | 77.9% | 66.2%+11.7pp | 82.6%-4.8pp | 70.2%+7.7pp |
| Annual return | 22.07% | 30.12%-8.1pp | 802.94%-780.9pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,466 | $2,190-33.1% | $5,144-71.5% | $2,177-32.7% |
| Participant deferral / active EE | $3,083 | $2,471+24.8% | $5,198-40.7% | $3,514-12.3% |
| Admin fee / account holder | $166 | $472-64.8% | $13,955-98.8% | $847-80.4% |