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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $48,578 |
Filed as: FIDUCIARY WEALTH MANAGEMENT LLC Service code 16 · EIN 45-3176027 | Consulting | $15,000 |
Service code 22 · EIN 61-1758632 | Insurance Broker | $5,000 |
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 | $77,149 | $106,230-27.4% | $147,080-47.5% | $77,736-0.8% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 19.80% | 56.91%-37.1pp | 420.17%-400.4pp | 31.26%-11.5pp |
| Employer contribution / active EE | $5,575 | $4,072+36.9% | $4,933+13.0% | $2,728+104.4% |
| Participant deferral / active EE | $12,162 | $8,001+52.0% | $8,066+50.8% | $4,651+161.5% |
| Admin fee / account holder | $180 | $338-46.8% | $12,989-98.6% | $433-58.5% |