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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $1,086,504 |
BMO HARRIS BANK NA1+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-2085229 | Investment Management | $150,000 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $41,600 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $18,381 |
THE SEGAL COMPANY1+ years Filed as: SIBSON CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $11,750 |
VERSIGHT, INC.1+ years Filed as: VERSIGHT Service code 14 · EIN 27-2037969 | Plan Administrator | $8,000 |
RSM US LLP1+ years Filed as: RSM WEALTH MANAGEMENT LLC Service code 16 · EIN 41-1944416 | Consulting | $7,853 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,319 | $46,516+25.4% | $147,618-60.5% | $69,651-16.3% |
| Participation rate | 94.3% | 65.8%+28.5pp | 84.6%+9.7pp | 66.6%+27.7pp |
| Annual return | 0.46% | 9.48%-9.0pp | 61.98%-61.5pp | 53.77%-53.3pp |
| Employer contribution / active EE | $2,632 | $1,393+88.9% | $5,564-52.7% | $2,241+17.5% |
| Participant deferral / active EE | $4,347 | $2,719+59.9% | $4,895-11.2% | $3,635+19.6% |
| Admin fee / account holder | $76 | $45+69.2% | $11,612-99.3% | $63+19.9% |