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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $338,305 |
BELLWETHER CONSULTING LLC2 years Filed as: BELLWETHER CONSULTING Service code 16 · EIN 22-3784192 | Consulting | $25,000 |
GBQ PARTNERS4 years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $21,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,322 | $114,195-71.7% | $106,554-69.7% | $93,010-65.2% |
| Participation rate | 96.1% | 86.4%+9.7pp | 76.1%+19.9pp | 73.9%+22.2pp |
| Annual return | 60.02% | 22.18%+37.8pp | 26.80%+33.2pp | 158.70%-98.7pp |
| Employer contribution / active EE | $40 | $4,009-99.0% | $2,819-98.6% | $2,705-98.5% |
| Participant deferral / active EE | $2,902 | $5,908-50.9% | $4,398-34.0% | $4,561-36.4% |
| Admin fee / account holder | $89 | $105-14.7% | $7,408-98.8% | $152-41.1% |