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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 | Custodial (other than securities); Ot... | $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 | $38,165-46.4% | $189,758-89.2% | $69,255-70.5% |
| Participation rate | 62.7% | 66.7%-4.0pp | 79.8%-17.1pp | 69.0%-6.3pp |
| Annual return | 13.22% | 14.65%-1.4pp | 52.62%-39.4pp | 26.73%-13.5pp |
| Employer contribution / active EE | $793 | $1,589-50.1% | $4,767-83.4% | $2,645-70.0% |
| Participant deferral / active EE | $1,540 | $2,073-25.7% | $5,856-73.7% | $2,890-46.7% |
| Admin fee / account holder | $199 | $714-72.2% | $20,388-99.0% | $733-72.9% |