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| Provider | Service type | Compensation |
|---|---|---|
HICKS PENSION SERVICES4 years Filed as: CENTRAL ADMINISTRATIVE SERVICES INC Service code 13 · EIN 94-2158860 | Contract Administrator | $20,123 |
SAXONY SECURITIES INC5 years Service code 49 · EIN 43-1932300 | Other Services | $20,087 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,016 |
SAXONY SECURITIES INC2 years Filed as: SAXONY SECURITIES Service code 49 · EIN 43-1932300 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $24,031 | $58,888-59.2% | $178,499-86.5% | $73,493-67.3% |
| Participation rate | 87.6% | 66.2%+21.3pp | 81.9%+5.6pp | 70.7%+16.9pp |
| Annual return | 14.76% | 24.86%-10.1pp | 151.10%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,435 | $2,236-35.8% | $5,011-71.4% | $2,270-36.8% |
| Participant deferral / active EE | $3,179 | $2,568+23.8% | $5,202-38.9% | $3,740-15.0% |
| Admin fee / account holder | $152 | $400-62.1% | $13,986-98.9% | $513-70.4% |