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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,731 |
AURORA PRIVATE WEALTH INC3 years Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 · EIN 47-4814591 | Advisory (Plan) | $41,868 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 | Contract Administrator | $13,361 |
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 | $35,962 | $40,386-11.0% | $80,607-55.4% | $74,440-51.7% |
| Participation rate | 94.0% | 47.4%+46.6pp | 67.0%+27.0pp | 70.7%+23.2pp |
| Annual return | 23.90% | 165.00%-141.1pp | 936.11%-912.2pp | 34.37%-10.5pp |
| Employer contribution / active EE | $3,355 | $1,496+124.3% | $2,724+23.2% | $2,638+27.2% |
| Participant deferral / active EE | $5,700 | $2,670+113.5% | $4,448+28.2% | $4,529+25.9% |
| Admin fee / account holder | $174 | $720-75.9% | $5,379-96.8% | $348-50.0% |