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| Provider | Service type | Compensation |
|---|---|---|
APW CAPITAL INC3 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $32,766 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,564 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,214 | $99,957-46.8% | $149,745-64.5% | $73,497-27.6% |
| Participation rate | 98.7% | 75.7%+23.0pp | 82.5%+16.2pp | 70.7%+28.0pp |
| Annual return | 19.23% | 53.87%-34.6pp | 276.72%-257.5pp | 28.51%-9.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,840 | $6,073+78.5% | $6,843+58.4% | $3,740+189.9% |
| Admin fee / account holder | $55 | $551-90.0% | $9,312-99.4% | $513-89.2% |