Filed July 20, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 27 · EIN 22-3189064 | Advisory (Plan) | $69,999 |
EISNERAMPER LLP1+ years Filed as: EISNERAMPER, LLC Service code 10 · EIN 13-1639826 | Accounting | $60,500 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $5,010 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $133,602 | $57,096+134.0% | $94,229+41.8% | $55,191+142.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.8%+21.2pp | 69.2%+30.8pp |
| Annual return | 2.05% | 159.65%-157.6pp | 10.68%-8.6pp | 10.78%-8.7pp |
| Employer contribution / active EE | $4,235 | $1,708+148.0% | $3,587+18.1% | $1,899+123.0% |
| Participant deferral / active EE | $7,151 | $3,165+125.9% | $4,320+65.5% | $3,046+134.7% |
| Admin fee / account holder | $137 | $89+54.0% | $6,269-97.8% | $91+51.4% |