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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Participant loan processing; Recordke... | $31,259 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC. Service code 27 300 S. CAMPBELL AVE. · SPRINGFIELD, MO 658062050 | Advisory (Plan) | $22,864 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,165 | $37,196-16.2% | $154,108-79.8% | $55,725-44.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -3.91% | 1319.68%-1323.6pp | 735.21%-739.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,169 | $1,614-27.6% | $5,298-77.9% | $2,078-43.7% |
| Participant deferral / active EE | $1,918 | $2,068-7.3% | $5,081-62.3% | $3,356-42.8% |
| Admin fee / account holder | $141 | $102+38.7% | $13,411-98.9% | $115+22.4% |