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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,551 |
AURORA PRIVATE WEALTH INC2 years Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 · EIN 47-4814591 | Advisory (Plan) | $35,400 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 | Contract Administrator | $8,414 |
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 | $25,519 | $34,634-26.3% | $77,096-66.9% | $64,819-60.6% |
| Participation rate | 96.5% | 49.8%+46.7pp | 67.9%+28.6pp | 71.5%+25.1pp |
| Annual return | -16.64% | -5.31%-11.3pp | 42.35%-59.0pp | 32.84%-49.5pp |
| Employer contribution / active EE | $2,350 | $1,385+69.7% | $2,814-16.5% | $2,507-6.2% |
| Participant deferral / active EE | $3,877 | $2,553+51.9% | $4,429-12.5% | $4,311-10.1% |
| Admin fee / account holder | $127 | $178-28.8% | $5,428-97.7% | $188-32.4% |