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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $275,009 |
WILSON-MCSHANE CORPORATION3+ years Service code 10 · EIN 41-0956552 | Accounting | $33,600 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $28,000 |
Service code 29 · EIN 91-0889948 | Legal | $21,175 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $17,800 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $29,811 | $89,274-66.6% | $149,721-80.1% | $77,958-61.8% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 16.14% | 20.36%-4.2pp | 1501.67%-1485.5pp | 20.87%-4.7pp |
| Employer contribution / active EE | $1,116 | $3,727-70.1% | $5,444-79.5% | $2,310-51.7% |
| Participant deferral / active EE | $1,258 | $5,382-76.6% | $6,568-80.8% | $3,537-64.4% |
| Admin fee / account holder | $163 | $240-32.1% | $11,282-98.6% | $97+67.3% |