Filed March 3, 2025 (most recent of 4 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Other services; Participant communica... | $157,995 |
Filed as: FIDUCIARY CONSULTING GROUP, INC Service code 12 · EIN 20-2807852 | Named fiduciary; Direct payment from ... | $89,168 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 26 · EIN 39-2018056 | Advisory (Participants) | $29,723 |
FREEGULLIVER, LLC1 year Filed as: FREEGULLIVER, LLC. Service code 27 · EIN 72-1498534 | Advisory (Plan) | $26,208 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $11,921 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,891 | $47,766+86.1% | $82,744+7.4% | $64,819+37.1% |
| Participation rate | 74.1% | 67.7%+6.4pp | 72.6%+1.5pp | 71.5%+2.6pp |
| Annual return | 11.01% | -13.06%+24.1pp | 702.22%-691.2pp | 32.84%-21.8pp |
| Employer contribution / active EE | $3,123 | $2,182+43.2% | $3,008+3.8% | $2,507+24.6% |
| Participant deferral / active EE | $5,093 | $3,332+52.8% | $4,395+15.9% | $4,311+18.1% |
| Admin fee / account holder | $459 | $143+220.8% | $5,325-91.4% | $188+144.2% |