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| Provider | Service type | Compensation |
|---|---|---|
AMERIMAR ENTERPRISES, INC1 year Service code 15 · EIN 23-2715102 | Recordkeeping | $19,771 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $655 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGOWACHOVIA Service code 49 ONE FAYETTE ST 2 TOWER BRIDGE · CONSHOHOCKEN, PA 19428 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,398 | $202,432-67.2% | $169,368-60.8% | $139,434-52.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.41% | 531.74%-517.3pp | 405.60%-391.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,371 | $4,692-70.8% | $4,013-65.8% | $4,751-71.1% |
| Participant deferral / active EE | $6,322 | $6,938-8.9% | $6,221+1.6% | $6,710-5.8% |
| Admin fee / account holder | $240 | $10,708-97.8% | $9,003-97.3% | $11,403-97.9% |