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| Provider | Service type | Compensation |
|---|---|---|
PASQUESI SHEPPARD LLC2 years Service code 10 · EIN 36-4049282 | Accounting | $14,600 |
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD Service code 27 · EIN 27-0984119 | Advisory (Plan) | $3,250 |
Filed as: NEW PINNACLE CONSULTING GROUP Service code 17 · EIN 26-1233837 | Pension Consulting | $1,940 |
TIAA6+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,436 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,018 | $65,322+43.9% | $70,494+33.4% | $73,497+27.9% |
| Participation rate | 99.5% | 77.0%+22.6pp | 75.1%+24.5pp | 70.7%+28.9pp |
| Annual return | -1.44% | 15.71%-17.1pp | 109.16%-110.6pp | 28.51%-29.9pp |
| Employer contribution / active EE | $1,712 | $2,460-30.4% | $2,738-37.5% | $2,270-24.6% |
| Participant deferral / active EE | $2,462 | $3,375-27.0% | $3,711-33.6% | $3,740-34.2% |
| Admin fee / account holder | $4 | $214-98.1% | $3,848-99.9% | $513-99.2% |