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| Provider | Service type | Compensation |
|---|---|---|
MORTON CAPITAL MANAGEMENT3 years Filed as: MORTON CAPITAL MANAGEMENT LLC Service code 26 · EIN 30-0798181 | Advisory (Participants) | $80,476 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $39,103 |
MERCER3 years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $15,384 |
Service code 26 · EIN 85-4345180 | Advisory (Participants) | $10,133 |
AMERICAN FUNDS3 years Filed as: PARK CAPITAL GROUP INC Service code 26 · EIN 46-1311416 | Advisory (Participants) | $9,987 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,068 |
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 | $76,930 | $45,000+71.0% | $143,801-46.5% | $77,906-1.3% |
| Participation rate | 74.4% | 66.8%+7.6pp | 80.3%-5.9pp | 73.7%+0.7pp |
| Annual return | -15.56% | 29.03%-44.6pp | -0.04%-15.5pp | 12.16%-27.7pp |
| Employer contribution / active EE | $9,660 | $1,870+416.7% | $4,952+95.1% | $2,846+239.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $24 | $98-75.5% | $14,680-99.8% | $133-81.8% |