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| Provider | Service type | Compensation |
|---|---|---|
CAVANAGH & O'HARA2+ years Filed as: CAVANAGH & OHARA, LLP Service code 29 · EIN 37-1259635 | Legal | $39,100 |
ROMOLO & ASSOCIATES2+ years Service code 10 · EIN 37-1077733 | Accounting | $12,600 |
JOE MOSKAUSKI2+ years Filed as: JOE CAMAIONI Service code 71 27575 FERRY ROAD · WARRENVILLE, IL 60555 | Brokerage Fees | $0 |
Participant 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 | $22,714 | $60,545-62.5% | $92,240-75.4% | $69,631-67.4% |
| Participation rate | 99.2% | 72.2%+27.0pp | 76.5%+22.7pp | 70.7%+28.5pp |
| Annual return | 11.51% | 19.71%-8.2pp | 176.29%-164.8pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $2,678 | $2,633+1.7% | $3,680-27.2% | $2,032+31.8% |
| Participant deferral / active EE | $252 | $2,828-91.1% | $3,897-93.5% | $3,224-92.2% |
| Admin fee / account holder | $138 | $145-4.5% | $5,194-97.3% | $110+25.2% |