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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $744,451 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $32,750 |
Service code 16 · EIN 04-3831795 | Consulting | $12,482 |
HAMILTON CAPITAL LLC1 year Filed as: HAMILTON CAPITAL Service code 33 · EIN 31-1515316 | Securities brokerage commissions and ... | $8,227 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS, LLC Service code 33 · EIN 94-3250032 | Securities brokerage commissions and ... | $5,045 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,408 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $44,015 | $45,382-3.0% | $154,110-71.4% | $75,289-41.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -3.52% | -0.47%-3.1pp | 735.22%-738.7pp | -0.04%-3.5pp |
| Employer contribution / active EE | $3,438 | $1,533+124.3% | $5,298-35.1% | $2,405+43.0% |
| Participant deferral / active EE | $4,213 | $2,384+76.7% | $5,081-17.1% | $3,739+12.7% |
| Admin fee / account holder | $51 | $89-42.6% | $13,412-99.6% | $102-49.9% |