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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON1+ years Filed as: REHMANN FINANCIAL Service code 27 · EIN 38-3567911 | Advisory (Plan) | $10,776 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,352 |
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 | $153,735 | $55,453+177.2% | $170,435-9.8% | $62,293+146.8% |
| Participation rate | 82.9% | 66.4%+16.5pp | 83.6%-0.7pp | 69.5%+13.4pp |
| Annual return | 47.74% | 21.38%+26.4pp | 205.94%-158.2pp | 28.90%+18.8pp |
| Employer contribution / active EE | $4,851 | $2,164+124.2% | $5,432-10.7% | $2,042+137.5% |
| Participant deferral / active EE | $3,823 | $2,303+66.0% | $4,939-22.6% | $3,169+20.6% |
| Admin fee / account holder | $101 | $455-77.7% | $13,881-99.3% | $479-78.9% |