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| Provider | Service type | Compensation |
|---|---|---|
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $26,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,406 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,249 |
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 | $55,914 | $24,891+124.6% | $69,460-19.5% | $74,400-24.8% |
| Participation rate | 93.6% | 63.4%+30.1pp | 66.4%+27.1pp | 67.2%+26.4pp |
| Annual return | 13.14% | 18.53%-5.4pp | 100.80%-87.7pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $3,168 | $1,005+215.2% | $1,714+84.8% | $2,624+20.7% |
| Participant deferral / active EE | $5,548 | $1,908+190.8% | $2,890+92.0% | $4,348+27.6% |
| Admin fee / account holder | $145 | $1,904-92.4% | $4,695-96.9% | $1,944-92.5% |