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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PLANNERS INC1+ years Service code 27 PO BOX 170 · DECATUR, IL 625250170 | Advisory (Plan) | $14,034 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,320 | $77,816+5.8% | $123,552-33.4% | $64,173+28.3% |
| Participation rate | 99.0% | 74.7%+24.2pp | 82.3%+16.7pp | 69.6%+29.4pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,826 | $3,014-6.2% | $4,628-38.9% | $2,381+18.7% |
| Participant deferral / active EE | $6,133 | $5,240+17.0% | $6,426-4.6% | $3,470+76.8% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,285-99.9% | $4,887-99.9% |