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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRAMKOW CARNEVALE & SEIFERT & CO. Service code 99 · EIN 22-3767827 | Other Fees | $11,821 |
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 | $57,833 | $37,196+55.5% | $154,108-62.5% | $55,725+3.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.23% | 1319.68%-1324.9pp | 735.21%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $7,781 | $1,614+382.1% | $5,298+46.9% | $2,078+274.4% |
| Participant deferral / active EE | $4,215 | $2,068+103.8% | $5,081-17.0% | $3,356+25.6% |
| Admin fee / account holder | $234 | $102+130.3% | $13,411-98.3% | $115+103.2% |