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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PLANNERS INC2+ years Service code 27 PO BOX 170 · DECATUR, IL 625250170 | Advisory (Plan) | $22,269 |
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 | $98,021 | $89,364+9.7% | $141,177-30.6% | $72,983+34.3% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 27.16% | 111.86%-84.7pp | 71.40%-44.2pp | 81.01%-53.8pp |
| Employer contribution / active EE | $2,823 | $3,115-9.4% | $4,736-40.4% | $2,440+15.7% |
| Participant deferral / active EE | $6,132 | $5,419+13.2% | $6,710-8.6% | $3,608+70.0% |
| Admin fee / account holder | $208 | $5,959-96.5% | $10,263-98.0% | $5,124-95.9% |