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| Provider | Service type | Compensation |
|---|---|---|
ALICIA SEPULVEDA1 year Service code 30 · EIN 34-6605342 | Employee (plan) | $28,860 |
POFOK CRAMPTON LLC1 year Service code 29 · EIN 85-2393001 | Legal | $14,625 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $11,738 |
Service code 10 · EIN 82-3706925 | Accounting | $10,500 |
Filed as: MANAGEMENT GUIDANCE, LLP Service code 14 · EIN 45-4049785 | Plan Administrator | $5,861 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $779,308-100.0% | $748,470-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 21.7%-21.7pp | 44.5%-44.5pp |
| Annual return | 183.34% | -0.99%+184.3pp | 0.46%+182.9pp | -14.65%+198.0pp |
| Employer contribution / active EE | $0 | $40,624-100.0% | $35,480-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $32,803-100.0% | $29,938-100.0% | $14,582-100.0% |