Filed September 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BOENNING & SCATTERGOOD1 year Filed as: BOENNING & SCATTERGOOD INC. Service code 16 · EIN 23-1720062 | Consulting | $47,432 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,530 |
BERGIN ROBERTS & CO, LLC1 year Filed as: BERGIN, ROBERTS & CO, LLC Service code 27 · EIN 26-4567336 | Advisory (Plan) | $6,498 |
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 | $103,411 | $47,456+117.9% | $172,757-40.1% | $77,775+33.0% |
| Participation rate | 80.6% | 66.3%+14.3pp | 82.6%-2.1pp | 73.2%+7.4pp |
| Annual return | 145.13% | 35.57%+109.6pp | 803.06%-657.9pp | 32.58%+112.6pp |
| Employer contribution / active EE | $7,110 | $1,574+351.7% | $5,144+38.2% | $2,504+184.0% |
| Participant deferral / active EE | $4,356 | $2,560+70.2% | $5,198-16.2% | $3,966+9.8% |
| Admin fee / account holder | $117 | $81+44.8% | $13,956-99.2% | $100+17.0% |