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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $16,628 |
KOVACK SECURITIES INC7 years Filed as: KOVACK ADVISORS, INC. Service code 28 6451 NORTH FEDERAL HWY · FORT LAUDERDALE, FL 33308 | Investment Management | $15,941 |
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 | $6,229 | $30,437-79.5% | $56,033-88.9% | $74,459-91.6% |
| Participation rate | 94.8% | 32.9%+62.0pp | 52.5%+42.3pp | 67.2%+27.6pp |
| Annual return | 11.58% | 24.96%-13.4pp | 1711.38%-1699.8pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $171 | $610-72.0% | $1,041-83.6% | $2,626-93.5% |
| Participant deferral / active EE | $924 | $1,176-21.4% | $1,954-52.7% | $4,350-78.8% |
| Admin fee / account holder | $84 | $2,363-96.4% | $2,827-97.0% | $1,945-95.7% |