Filed January 16, 2019
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| Provider | Service type | Compensation |
|---|---|---|
6TH STREET ADVISORS, LLC9+ years Service code 28 · EIN 27-5433171 | Investment Management | $31,765 |
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Participant communication; Consulting... | $27,880 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,765 | $76,112-58.3% | $96,534-67.1% | $71,511-55.6% |
| Participation rate | 93.9% | 74.4%+19.5pp | 76.0%+17.9pp | 67.9%+26.0pp |
| Annual return | 11.85% | 22.81%-11.0pp | 25.88%-14.0pp | 28.86%-17.0pp |
| Employer contribution / active EE | $1,238 | $2,248-44.9% | $2,965-58.2% | $2,589-52.2% |
| Participant deferral / active EE | $3,407 | $4,217-19.2% | $4,851-29.8% | $4,291-20.6% |
| Admin fee / account holder | $236 | $2,708-91.3% | $8,253-97.1% | $1,588-85.2% |