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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $311,864 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $57,088 |
SEYFARTH SHAW LLP6 years Service code 29 · EIN 36-2152202 | Legal | $26,717 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $218,689 | $115,744+88.9% | $100,415+117.8% | $200,096+9.3% |
| Participation rate | 78.7% | 85.7%-6.9pp | 81.5%-2.8pp | 72.0%+6.7pp |
| Annual return | 12.49% | 17.79%-5.3pp | 49.47%-37.0pp | 34.26%-21.8pp |
| Employer contribution / active EE | $5,466 | $3,657+49.5% | $3,943+38.6% | $3,038+79.9% |
| Participant deferral / active EE | $8,826 | $9,844-10.3% | $8,091+9.1% | $5,090+73.4% |
| Admin fee / account holder | $203 | $93+118.8% | $7,906-97.4% | $269-24.5% |