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| Provider | Service type | Compensation |
|---|---|---|
CSENGE ADVISORY GROUP, LLC2 years Filed as: CSENGE ADVISORY GROUP Service code 26 · EIN 59-3643590 | Advisory (Participants) | $59,512 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $51,248 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $9,015 |
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 | $68,861 | $51,223+34.4% | $82,763-16.8% | $66,949+2.9% |
| Participation rate | 89.6% | 67.9%+21.7pp | 72.6%+17.0pp | 69.8%+19.7pp |
| Annual return | -6.70% | -9.85%+3.2pp | 702.45%-709.1pp | 1.57%-8.3pp |
| Employer contribution / active EE | $2,206 | $2,611-15.5% | $3,008-26.7% | $2,545-13.3% |
| Participant deferral / active EE | $2,576 | $3,460-25.6% | $4,395-41.4% | $4,239-39.2% |
| Admin fee / account holder | $0 | $415-100.0% | $5,325-100.0% | $594-100.0% |