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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 | $106,247+128.9% | $147,096+65.3% | $77,714+212.9% |
| Participation rate | 92.2% | 78.4%+13.8pp | 82.2%+10.0pp | 70.6%+21.6pp |
| Annual return | 19.93% | 56.87%-36.9pp | 419.75%-399.8pp | 31.26%-11.3pp |
| Employer contribution / active EE | $9,635 | $4,069+136.8% | $4,936+95.2% | $2,727+253.3% |
| Participant deferral / active EE | $15,008 | $7,996+87.7% | $8,071+85.9% | $4,649+222.8% |
| Admin fee / account holder | $10 | $338-97.0% | $13,005-99.9% | $433-97.6% |