Filed July 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ALBION CONSULTING GROUP, INC.2+ years Service code 99 · EIN 26-1644826 | Other Fees | $47,300 |
Filed as: ROCATION INVESTMENT ADVISORS Service code 99 · EIN 04-3638035 | Other Fees | $44,914 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,282 |
THE WAGNER LAW GROUP2+ years Service code 99 · EIN 04-3323315 | Other Fees | $12,913 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,403 | $82,202+14.8% | $125,339-24.7% | $64,808+45.7% |
| Participation rate | 95.1% | 77.9%+17.2pp | 82.4%+12.7pp | 71.5%+23.6pp |
| Annual return | -11.44% | 3.48%-14.9pp | 572.05%-583.5pp | 32.82%-44.3pp |
| Employer contribution / active EE | $3,618 | $3,615+0.1% | $4,814-24.8% | $2,506+44.4% |
| Participant deferral / active EE | $9,117 | $7,175+27.1% | $7,446+22.4% | $4,310+111.5% |
| Admin fee / account holder | $127 | $163-22.3% | $10,010-98.7% | $188-32.5% |