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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON2+ years Filed as: REHMANN FINANCIAL Service code 27 · EIN 38-3567911 | Advisory (Plan) | $43,403 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,865 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$13,925 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,482 | $47,977+153.2% | $154,108-21.2% | $56,289+115.8% |
| Participation rate | 84.5% | 66.2%+18.3pp | 83.0%+1.4pp | 69.9%+14.6pp |
| Annual return | -7.50% | 3.54%-11.0pp | 735.21%-742.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $5,053 | $2,169+133.0% | $5,298-4.6% | $2,111+139.4% |
| Participant deferral / active EE | $4,388 | $2,392+83.5% | $5,081-13.6% | $3,350+31.0% |
| Admin fee / account holder | $146 | $438-66.6% | $13,411-98.9% | $521-71.9% |