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| Provider | Service type | Compensation |
|---|---|---|
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS, P.C. Service code 10 · EIN 62-1532536 | Accounting | $28,000 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,419 |
TWO WEST CAPITAL ADVISORS2 years Service code 26 · EIN 27-3055170 | Advisory (Participants) | $19,529 |
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 | $31,799 | $60,305-47.3% | $81,780-61.1% | $74,400-57.3% |
| Participation rate | 77.0% | 62.9%+14.1pp | 72.4%+4.6pp | 67.2%+9.7pp |
| Annual return | 12.12% | 16.89%-4.8pp | 776.27%-764.1pp | 1367.51%-1355.4pp |
| Employer contribution / active EE | $1,607 | $2,623-38.7% | $2,914-44.8% | $2,624-38.8% |
| Participant deferral / active EE | $3,114 | $3,390-8.2% | $4,321-27.9% | $4,348-28.4% |
| Admin fee / account holder | $252 | $1,484-83.0% | $7,384-96.6% | $1,944-87.0% |