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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600,238 |
Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $80,000 |
Filed as: NORTHEAST RETIREMENT SERVICES, INC Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $21,250 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $16,619 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,073 | $40,984-36.4% | $90,974-71.3% | $93,223-72.0% |
| Participation rate | 74.3% | 59.7%+14.6pp | 69.0%+5.3pp | 74.9%-0.6pp |
| Annual return | 16.81% | 17.56%-0.7pp | 134.60%-117.8pp | 19.29%-2.5pp |
| Employer contribution / active EE | $941 | $840+12.0% | $2,122-55.7% | $2,680-64.9% |
| Participant deferral / active EE | $2,777 | $1,856+49.7% | $3,373-17.7% | $4,563-39.1% |
| Admin fee / account holder | $85 | $75+13.3% | $5,961-98.6% | $79+7.5% |