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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 | $36,904-44.6% | $158,223-87.1% | $65,191-68.6% |
| Participation rate | 62.7% | 62.1%+0.6pp | 79.2%-16.5pp | 63.0%-0.3pp |
| Annual return | 13.22% | 24.43%-11.2pp | 52.09%-38.9pp | 51.24%-38.0pp |
| Employer contribution / active EE | $793 | $1,489-46.8% | $4,109-80.7% | $2,400-67.0% |
| Participant deferral / active EE | $1,540 | $1,936-20.5% | $5,467-71.8% | $2,671-42.4% |
| Admin fee / account holder | $199 | $793-75.0% | $16,047-98.8% | $907-78.1% |