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| Provider | Service type | Compensation |
|---|---|---|
NEXT LEVEL PLANNING1 year Service code 16 · EIN 39-2041898 325 N. CORPORATE DRIVE · BROOKFIELD, WI 53045 | Consulting | $7,457 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $5,060 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,993 | $73,404-48.2% | $87,104-56.4% | $67,579-43.8% |
| Participation rate | 88.1% | 80.9%+7.2pp | 76.9%+11.2pp | 71.3%+16.8pp |
| Annual return | 18.05% | 48.29%-30.2pp | 28.19%-10.1pp | 378.56%-360.5pp |
| Employer contribution / active EE | $422 | $2,014-79.0% | $2,521-83.3% | $2,148-80.3% |
| Participant deferral / active EE | $3,365 | $3,913-14.0% | $4,048-16.9% | $3,539-4.9% |
| Admin fee / account holder | $61 | $142-57.2% | $7,491-99.2% | $142-57.4% |