Filed March 14, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION2+ years Service code 50 801 PARK AVENUE · WINONA LAKE, IN 46590 | Direct Payment | $42,603 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,905 |
ASCENSUS LLC2+ years Filed as: ASCENSUS CONSULTING Service code 13 1102 CHESTNUT HILLS PKWY · FORT WAYNE, IN 46814 | Contract Administrator | $6,100 |
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 | $59,399 | $57,921+2.6% | $84,753-29.9% | $57,658+3.0% |
| Participation rate | 81.1% | 72.9%+8.1pp | 76.6%+4.5pp | 70.2%+10.8pp |
| Annual return | 7.19% | 10.24%-3.0pp | 22.78%-15.6pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,336 | $2,598-48.6% | $3,574-62.6% | $1,974-32.3% |
| Participant deferral / active EE | $2,727 | $2,742-0.5% | $3,712-26.5% | $3,061-10.9% |
| Admin fee / account holder | $210 | $130+61.8% | $5,333-96.1% | $95+122.0% |