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| Provider | Service type | Compensation |
|---|---|---|
HICKS PENSION SERVICES2 years Filed as: CENTRAL ADMINISTRATIVE SERVICES INC Service code 13 · EIN 94-2158860 | Contract Administrator | $14,127 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $9,052 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,697 |
Service code 13 | Contract Administrator | $1,122 |
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 | $21,043 | $43,749-51.9% | $158,223-86.7% | $65,306-67.8% |
| Participation rate | 93.2% | 56.9%+36.3pp | 79.2%+14.0pp | 57.7%+35.5pp |
| Annual return | 15.40% | 19.41%-4.0pp | 52.09%-36.7pp | 21.94%-6.5pp |
| Employer contribution / active EE | $819 | $1,497-45.3% | $4,109-80.1% | $1,967-58.3% |
| Participant deferral / active EE | $2,968 | $2,019+47.0% | $5,467-45.7% | $2,959+0.3% |
| Admin fee / account holder | $215 | $1,930-88.9% | $16,047-98.7% | $3,480-93.8% |