Filed January 16, 2019
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| Provider | Service type | Compensation |
|---|---|---|
6TH STREET ADVISORS, LLC6+ years Service code 28 · EIN 27-5433171 7124 STONE DR, STE B · DAPHNE, AL 36526 | Investment Management | $22,456 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Consulting (pension); Copying and dup... | $19,938 |
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 | $33,343 | $73,638-54.7% | $95,964-65.3% | $73,497-54.6% |
| Participation rate | 89.7% | 76.2%+13.5pp | 77.1%+12.6pp | 70.7%+19.0pp |
| Annual return | 11.90% | 16.78%-4.9pp | 91.64%-79.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $916 | $1,863-50.8% | $2,541-63.9% | $2,270-59.6% |
| Participant deferral / active EE | $2,398 | $3,617-33.7% | $4,167-42.5% | $3,740-35.9% |
| Admin fee / account holder | $268 | $482-44.3% | $6,797-96.1% | $513-47.7% |