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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $110,566 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $32,720 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $13,025 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 38 · EIN 04-1590850 | Participant Communication | $7,578 |
ALTA TRUST2 years Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-6799669 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $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 | $75,147 | $88,122-14.7% | $141,197-46.8% | $67,582+11.2% |
| Participation rate | 92.7% | 76.5%+16.2pp | 82.5%+10.2pp | 71.3%+21.4pp |
| Annual return | 23.53% | 75.40%-51.9pp | 71.41%-47.9pp | 378.57%-355.0pp |
| Employer contribution / active EE | $1,609 | $3,224-50.1% | $4,736-66.0% | $2,148-25.1% |
| Participant deferral / active EE | $10,609 | $5,958+78.1% | $6,710+58.1% | $3,539+199.7% |
| Admin fee / account holder | $292 | $131+123.2% | $10,265-97.2% | $142+105.3% |