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| Provider | Service type | Compensation |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD1+ years Filed as: OXFORD FINANCIAL GROUP Service code 28 · EIN 35-1588335 | Investment Management | $29,048 |
NYHART1+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $16,604 |
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 | $45,019 | $41,854+7.6% | $73,836-39.0% | $52,331-14.0% |
| Participation rate | 85.3% | 66.2%+19.1pp | 73.4%+11.9pp | 68.1%+17.2pp |
| Annual return | -1.23% | 2.11%-3.3pp | 2268.06%-2269.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $710 | $1,920-63.0% | $2,787-74.5% | $1,882-62.2% |
| Participant deferral / active EE | $3,377 | $2,498+35.2% | $3,583-5.8% | $3,022+11.7% |
| Admin fee / account holder | $208 | $493-57.7% | $4,882-95.7% | $592-64.8% |