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| Provider | Service type | Compensation |
|---|---|---|
ZIDD AGENCY, INC1 year Filed as: ZIDD AGENCY, INC. Service code 26 · EIN 20-3114266 | Advisory (Participants) | $14,473 |
Filed as: TAVCO FINANCIAL ADVISORY, INC. Service code 27 · EIN 52-2169952 | Advisory (Plan) | $12,095 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,383 |
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 | $103,938 | $65,453+58.8% | $86,698+19.9% | $66,938+55.3% |
| Participation rate | 75.1% | 75.5%-0.3pp | 76.6%-1.5pp | 69.8%+5.3pp |
| Annual return | -11.84% | -10.89%-1.0pp | 35.95%-47.8pp | 1.58%-13.4pp |
| Employer contribution / active EE | $2,241 | $2,154+4.0% | $2,837-21.0% | $2,545-12.0% |
| Participant deferral / active EE | $2,735 | $4,102-33.3% | $4,656-41.3% | $4,238-35.5% |
| Admin fee / account holder | $189 | $642-70.5% | $7,493-97.5% | $594-68.1% |