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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,972 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $11,833 |
NOEL D. TALLON, CPA, PC1 year Filed as: NOEL- DULAC Service code 27 · EIN 93-0987232 20 EAST THOMAS ROAD SUITE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $8,783 |
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $7,701 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $4,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,455 | $31,741-57.6% | $56,025-76.0% | $200,096-93.3% |
| Participation rate | 21.2% | 32.3%-11.1pp | 52.5%-31.3pp | 72.0%-50.8pp |
| Annual return | 23.94% | 14.72%+9.2pp | 1712.69%-1688.7pp | 34.26%-10.3pp |
| Employer contribution / active EE | $219 | $508-56.8% | $1,042-78.9% | $3,038-92.8% |
| Participant deferral / active EE | $670 | $1,184-43.4% | $1,955-65.7% | $5,090-86.8% |
| Admin fee / account holder | $101 | $426-76.3% | $2,828-96.4% | $269-62.4% |