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| Provider | Service type | Compensation |
|---|---|---|
PASQUESI SHEPPARD LLC3 years Service code 10 · EIN 36-4049282 585 N BANK LN · LAKE FOREST, IL 600455307 | Accounting | $31,750 |
TIAA7+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $15,581 |
WELL AND GOOD LLC3 years Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $6,500 |
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 | $112,261 | $74,706+50.3% | $75,714+48.3% | $79,391+41.4% |
| Participation rate | 99.6% | 75.3%+24.2pp | 74.8%+24.7pp | 70.7%+28.9pp |
| Annual return | 26.34% | 18.52%+7.8pp | 104.62%-78.3pp | 116.88%-90.5pp |
| Employer contribution / active EE | $3,293 | $2,590+27.2% | $2,744+20.0% | $2,428+35.6% |
| Participant deferral / active EE | $4,457 | $3,533+26.1% | $3,820+16.7% | $4,046+10.2% |
| Admin fee / account holder | $42 | $374-88.8% | $3,619-98.8% | $627-93.3% |