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| Provider | Service type | Compensation |
|---|---|---|
JOE MOSKAUSKI5+ years Filed as: JOE CAMAIONI Service code 71 27575 FERRY ROAD · WARRENVILLE, IL 60555 | Brokerage Fees | $48,808 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $19,851 |
CAVANAGH & O'HARA5+ years Filed as: CAVANAGH & OHARA, LLP Service code 29 · EIN 37-1259635 | Legal | $15,058 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $14,228 |
ROMOLO & ASSOCIATES2 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $14,200 |
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 | $29,287 | $91,517-68.0% | $101,275-71.1% | $73,412-60.1% |
| Participation rate | 99.3% | 73.8%+25.5pp | 75.8%+23.5pp | 72.2%+27.1pp |
| Annual return | 5.14% | 17.17%-12.0pp | 46.48%-41.3pp | 59.30%-54.2pp |
| Employer contribution / active EE | $3,086 | $2,877+7.3% | $3,660-15.7% | $2,234+38.1% |
| Participant deferral / active EE | $311 | $3,338-90.7% | $4,371-92.9% | $3,806-91.8% |
| Admin fee / account holder | $173 | $216-19.8% | $5,948-97.1% | $158+9.6% |