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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 | $102,385-43.0% | $147,080-60.3% | $80,935-27.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.64% | 135.09%-119.5pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $4,780 | $3,717+28.6% | $4,933-3.1% | $2,757+73.4% |
| Participant deferral / active EE | $12,120 | $6,651+82.2% | $8,066+50.3% | $4,299+181.9% |
| Admin fee / account holder | $29 | $7,951-99.6% | $12,989-99.8% | $6,924-99.6% |