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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,594 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 | Contract Administrator | $11,338 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 | Advisory (Plan) | $9,835 |
Filed as: CAMBRIDGE INVESTMENT RESERACH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,236 | $48,576-25.4% | $169,452-78.6% | $56,287-35.6% |
| Participation rate | 95.5% | 65.8%+29.7pp | 77.8%+17.7pp | 69.9%+25.6pp |
| Annual return | -5.46% | -2.51%-2.9pp | 1.83%-7.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $750 | $1,559-51.9% | $4,157-82.0% | $2,111-64.5% |
| Participant deferral / active EE | $3,909 | $3,275+19.4% | $5,277-25.9% | $3,350+16.7% |
| Admin fee / account holder | $221 | $435-49.2% | $9,110-97.6% | $521-57.6% |