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| Provider | Service type | Compensation |
|---|---|---|
BILLINGS AND COMPANY, INC.4 years Service code 15 · EIN 42-1330861 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Recordkeeping | $0 |
Service code 26 · EIN 74-2868680 1505 WEDGEFIELD CIR · NAPERVILLE, IL 60563 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,262 | $72,269-16.6% | $101,271-40.5% | $79,852-24.5% |
| Participation rate | 0.0% | 68.5%-68.5pp | 75.8%-75.8pp | 69.6%-69.6pp |
| Annual return | 16.71% | 22.29%-5.6pp | 46.48%-29.8pp | 31.72%-15.0pp |
| Employer contribution / active EE | $4,509 | $2,692+67.5% | $3,660+23.2% | $2,471+82.5% |
| Participant deferral / active EE | $6,309 | $3,282+92.3% | $4,371+44.4% | $3,740+68.7% |
| Admin fee / account holder | $301 | $4,401-93.2% | $5,948-94.9% | $5,306-94.3% |