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| Provider | Service type | Compensation |
|---|---|---|
PASQUESI SHEPPARD LLC5 years Service code 10 · EIN 36-4049282 585 N BANK LN · LAKE FOREST, IL 600455307 | Accounting | $29,950 |
TIAA9+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $20,859 |
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 | $100,835 | $65,582+53.8% | $64,101+57.3% | $71,511+41.0% |
| Participation rate | 97.6% | 73.2%+24.4pp | 72.3%+25.3pp | 67.9%+29.7pp |
| Annual return | 11.62% | 18.96%-7.3pp | 33.72%-22.1pp | 28.86%-17.2pp |
| Employer contribution / active EE | $4,931 | $2,671+84.7% | $2,749+79.4% | $2,589+90.5% |
| Participant deferral / active EE | $6,943 | $3,628+91.4% | $3,881+78.9% | $4,291+61.8% |
| Admin fee / account holder | $51 | $616-91.8% | $3,070-98.4% | $1,588-96.8% |