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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION6 years Filed as: SYM FINANCIAL CORP Service code 26 · EIN 35-1550787 | Advisory (Participants) | $41,693 |
LATITUDE SERVICE COMPANY INC6 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 · EIN 82-1371994 | Other Services | $39,685 |
NORTH AMERICAN KTRADE ALLIANCE, LLC10+ years Service code 19 · EIN 32-0169227 | Securities Custodian | $29,016 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Other investment fees and expenses; C... | $6,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,446 | $46,464-56.0% | $150,298-86.4% | $79,634-74.3% |
| Participation rate | 62.7% | 57.0%+5.8pp | 77.8%-15.0pp | 62.5%+0.2pp |
| Annual return | 13.22% | 27.89%-14.7pp | 62.79%-49.6pp | 36.46%-23.2pp |
| Employer contribution / active EE | $793 | $1,512-47.5% | $4,154-80.9% | $2,529-68.6% |
| Participant deferral / active EE | $1,540 | $2,157-28.6% | $5,453-71.8% | $3,835-59.8% |
| Admin fee / account holder | $199 | $891-77.7% | $14,116-98.6% | $1,002-80.2% |