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| Provider | Service type | Compensation |
|---|---|---|
FGMK FINANCIAL SERVICES, LLC2 years Service code 49 2801 LAKESIDE DRIVE · BANNOCKBURN, IL 60015 | Other Services | $23,557 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,202 | $106,110+129.2% | $147,005+65.4% | $77,671+213.1% |
| Participation rate | 92.2% | 78.4%+13.8pp | 82.2%+10.0pp | 70.6%+21.6pp |
| Annual return | 19.93% | 56.77%-36.8pp | 418.76%-398.8pp | 31.21%-11.3pp |
| Employer contribution / active EE | $9,635 | $4,065+137.0% | $4,934+95.3% | $2,726+253.4% |
| Participant deferral / active EE | $15,008 | $7,992+87.8% | $8,070+86.0% | $4,648+222.9% |
| Admin fee / account holder | $10 | $338-97.0% | $13,006-99.9% | $430-97.6% |