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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNIK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $31,500 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $29,992 |
Filed as: STONE HILL FIDUCIARY MANAGEMENT LLC Service code 16 · EIN 45-5608425 | Consulting | $19,076 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,191 | $26,479-65.3% | $74,719-87.7% | $77,775-88.2% |
| Participation rate | 74.4% | 37.6%+36.8pp | 54.5%+19.9pp | 73.2%+1.2pp |
| Annual return | 23.84% | 38.31%-14.5pp | 753.05%-729.2pp | 32.58%-8.7pp |
| Employer contribution / active EE | $0 | $440-100.0% | $1,084-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,733 | $1,074+61.3% | $1,963-11.7% | $3,966-56.3% |
| Admin fee / account holder | $71 | $119-40.1% | $3,334-97.9% | $100-28.8% |