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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $114,402 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 26 · EIN 47-5476782 | Advisory (Participants) | $83,800 |
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 | $19,625 | $50,860-61.4% | $155,574-87.4% | $77,714-74.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.13% | 34.86%-21.7pp | 64.87%-51.7pp | 31.26%-18.1pp |
| Employer contribution / active EE | $4,204 | $1,991+111.2% | $4,676-10.1% | $2,727+54.2% |
| Participant deferral / active EE | $2,642 | $2,825-6.5% | $5,629-53.1% | $4,649-43.2% |
| Admin fee / account holder | $155 | $436-64.4% | $15,914-99.0% | $433-64.2% |