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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,887 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $41,603 |
Filed as: BELFINT LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $12,500 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,204 | $65,960-30.0% | $81,882-43.6% | $77,762-40.6% |
| Participation rate | 96.4% | 65.8%+30.6pp | 72.4%+24.0pp | 70.6%+25.8pp |
| Annual return | 10.36% | 26.64%-16.3pp | 779.47%-769.1pp | 31.27%-20.9pp |
| Employer contribution / active EE | $1,390 | $2,375-41.5% | $2,916-52.3% | $2,728-49.1% |
| Participant deferral / active EE | $2,849 | $3,505-18.7% | $4,323-34.1% | $4,651-38.8% |
| Admin fee / account holder | $241 | $526-54.2% | $7,360-96.7% | $433-44.3% |