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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF Service code 10 · EIN 94-1239084 | Accounting | $5,775 |
ASCENSUS LLC1 year Filed as: MEANS & ASSOCIATES Service code 15 · EIN 81-3396218 | Recordkeeping | $4,780 |
Service code 15 · EIN 91-0964302 | Recordkeeping | $2,507 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,528 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,120 | $77,816-69.0% | $123,552-80.5% | $64,173-62.4% |
| Participation rate | 95.5% | 74.7%+20.7pp | 82.3%+13.2pp | 69.6%+25.9pp |
| Annual return | -8.43% | 12.49%-20.9pp | 119.20%-127.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,643 | $3,014-45.5% | $4,628-64.5% | $2,381-31.0% |
| Participant deferral / active EE | $8,907 | $5,240+70.0% | $6,426+38.6% | $3,470+156.7% |
| Admin fee / account holder | $115 | $5,519-97.9% | $9,285-98.8% | $4,887-97.6% |