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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,232 |
SAXONY SECURITIES INC4 years Service code 49 · EIN 43-1932300 | Other Services | $30,942 |
HICKS PENSION SERVICES3 years Filed as: CENTRAL ADMINISTRATIVE SERVICES INC Service code 13 · EIN 94-2158860 | Contract Administrator | $15,233 |
SAXONY SECURITIES INC1 year Filed as: SAXONY SECURITIES Service code 49 · EIN 43-1932300 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,459 | $52,961-61.4% | $172,752-88.2% | $65,185-68.6% |
| Participation rate | 94.1% | 66.2%+27.9pp | 82.6%+11.4pp | 70.2%+23.9pp |
| Annual return | 23.88% | 30.12%-6.2pp | 802.97%-779.1pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,484 | $2,190-32.2% | $5,144-71.1% | $2,177-31.8% |
| Participant deferral / active EE | $3,417 | $2,471+38.3% | $5,198-34.3% | $3,514-2.8% |
| Admin fee / account holder | $126 | $472-73.4% | $13,955-99.1% | $847-85.2% |