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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $391,491 |
THE WAGNER LAW GROUP3 years Service code 14 · EIN 04-3323315 | Plan Administrator | $124,292 |
BENESYS, INC.2 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $66,380 |
COWDEN ASSOCIATES, INC.5 years Filed as: COWDEN ASSOCIATES INC Service code 14 · EIN 25-1750131 | Plan Administrator | $39,655 |
BRIAN FREEMAN1 year Filed as: BRIAN PATTEN ASSOC INC Service code 14 · EIN 81-3014928 | Plan Administrator | $35,000 |
BDO USA, LLP1 year Filed as: BDO Service code 49 · EIN 13-5381590 | Other Services | $32,500 |
Filed as: GREGORY MOORE BROOKS Service code 14 · EIN 38-3093929 | Plan Administrator | $29,661 |
Filed as: WESTERN INTERNATIONAL Service code 49 · EIN 84-1314321 | Other Services | $27,650 |
HARRY J POTTER FIA1 year Service code 49 · EIN 44-8502470 | Other Services | $11,934 |
SOMMERS SCHWARTZ PC1 year Service code 49 · EIN 38-2004268 | Other Services | $6,675 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,447 | $106,520-89.3% | $98,506-88.4% | $106,520-89.3% |
| Participation rate | 72.6% | 71.3%+1.3pp | 73.3%-0.8pp | 71.3%+1.3pp |
| Annual return | 11.12% | 19.28%-8.2pp | 1494.92%-1483.8pp | 19.28%-8.2pp |
| Employer contribution / active EE | $1,060 | $2,840-62.7% | $2,961-64.2% | $2,840-62.7% |
| Participant deferral / active EE | $35 | $4,948-99.3% | $4,277-99.2% | $4,948-99.3% |
| Admin fee / account holder | $110 | $75+47.5% | $5,955-98.2% | $75+47.5% |