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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,508 |
ICOM ADVISORS LLC2 years Filed as: ICOM ADVISORS, LLC Service code 27 · EIN 27-3622499 | Advisory (Plan) | $23,246 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,596 | $50,860-55.6% | $155,574-85.5% | $77,714-70.9% |
| Participation rate | 87.4% | 63.1%+24.2pp | 78.2%+9.1pp | 70.6%+16.8pp |
| Annual return | 10.76% | 34.86%-24.1pp | 64.87%-54.1pp | 31.26%-20.5pp |
| Employer contribution / active EE | $660 | $1,991-66.9% | $4,676-85.9% | $2,727-75.8% |
| Participant deferral / active EE | $1,551 | $2,825-45.1% | $5,629-72.4% | $4,649-66.6% |
| Admin fee / account holder | $162 | $436-62.8% | $15,914-99.0% | $433-62.6% |