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| Provider | Service type | Compensation |
|---|---|---|
CURIO WEALTH1 year Filed as: CURIO WEALTH, LLC Service code 26 721 MELVIN AVE · ANNAPOLIS, MD 21401 | Advisory (Participants) | $31,715 |
Filed as: RETIREMENT PLAN CONSULTANTS LLC Service code 15 PO BOX 1264 · NORFOLK, NE 68702 | Recordkeeping | $21,587 |
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 | $76,177 | $101,591-25.0% | $147,096-48.2% | $74,429+2.3% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.5pp |
| Annual return | 47.89% | 8746.45%-8698.6pp | 419.75%-371.9pp | 1368.38%-1320.5pp |
| Employer contribution / active EE | $8,039 | $3,813+110.8% | $4,936+62.9% | $2,625+206.2% |
| Participant deferral / active EE | $8,734 | $7,302+19.6% | $8,071+8.2% | $4,348+100.9% |
| Admin fee / account holder | $279 | $1,750-84.1% | $13,005-97.9% | $1,944-85.6% |