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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PLANNERS INC3+ years Service code 27 PO BOX 170 · DECATUR, IL 625250170 | Advisory (Plan) | $24,288 |
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 | $102,806 | $99,957+2.9% | $149,730-31.3% | $73,493+39.9% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 17.32% | 53.87%-36.5pp | 276.70%-259.4pp | 28.51%-11.2pp |
| Employer contribution / active EE | $2,829 | $3,191-11.3% | $4,645-39.1% | $2,270+24.6% |
| Participant deferral / active EE | $5,812 | $6,073-4.3% | $6,843-15.1% | $3,740+55.4% |
| Admin fee / account holder | $193 | $551-65.0% | $9,310-97.9% | $513-62.4% |