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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: RETIREMENT PLAN CONCEPTS & SVS Service code 49 · EIN 35-2091834 | Other Services | $0 |
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 | $58,325 | $102,382-43.0% | $147,005-60.3% | $80,874-27.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.64% | 134.89%-119.3pp | 418.76%-403.1pp | 35.62%-20.0pp |
| Employer contribution / active EE | $4,780 | $3,715+28.7% | $4,934-3.1% | $2,756+73.5% |
| Participant deferral / active EE | $12,120 | $6,646+82.4% | $8,070+50.2% | $4,297+182.1% |
| Admin fee / account holder | $29 | $7,942-99.6% | $13,006-99.8% | $6,935-99.6% |