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| Provider | Service type | Compensation |
|---|---|---|
C.JIM CHEN ACCOUNTANCY CORP3 years Filed as: C. JIM CHEN ACCOUNTANCY CORP Service code 10 · EIN 95-3648264 | Accounting | $75,000 |
BENEFIT FUNDING SERVICES GROUP4+ years Service code 17 · EIN 20-8532658 | Pension Consulting | $59,446 |
PLAZA PRINTING1 year Service code 36 · EIN 95-4512904 | Copying and duplicating; Participant ... | $6,897 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$144,016 |
Form 5500 reported that benefits due were not provided when due.
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 | $54,590 | $44,007+24.0% | $154,110-64.6% | $68,904-20.8% |
| Participation rate | 78.6% | 70.0%+8.5pp | 83.0%-4.5pp | 74.1%+4.4pp |
| Annual return | -4.70% | 8.15%-12.8pp | 735.22%-739.9pp | 1.07%-5.8pp |
| Employer contribution / active EE | $1,737 | $1,732+0.3% | $5,298-67.2% | $2,540-31.6% |
| Participant deferral / active EE | $5,156 | $2,813+83.3% | $5,081+1.5% | $4,015+28.4% |
| Admin fee / account holder | $35 | $65-46.0% | $13,412-99.7% | $71-51.0% |