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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PLANNERS INC7+ years Service code 27 PO BOX 170 · DECATUR, IL 625250170 | Advisory (Plan) | $43,161 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $690 |
Filed as: CAPITOL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $675 |
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 | $105,664 | $101,499+4.1% | $147,005-28.1% | $74,546+41.7% |
| Participation rate | 96.1% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 15.64% | 8732.34%-8716.7pp | 418.76%-403.1pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $3,410 | $3,811-10.5% | $4,934-30.9% | $2,624+29.9% |
| Participant deferral / active EE | $7,602 | $7,304+4.1% | $8,070-5.8% | $4,347+74.9% |
| Admin fee / account holder | $212 | $1,748-87.9% | $13,006-98.4% | $1,944-89.1% |