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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Claims processing; Participant loan p... | $36,442 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS INC. Service code 27 300 S. CAMPBELL AVE. · SPRINGFIELD, MO 658062050 | Advisory (Plan) | $31,038 |
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 | $41,751 | $62,928-33.7% | $172,753-75.8% | $67,582-38.2% |
| Participation rate | 92.9% | 64.5%+28.4pp | 82.6%+10.2pp | 71.3%+21.6pp |
| Annual return | 23.24% | 30.36%-7.1pp | 803.00%-779.8pp | 378.57%-355.3pp |
| Employer contribution / active EE | $1,374 | $1,636-16.0% | $5,144-73.3% | $2,148-36.0% |
| Participant deferral / active EE | $2,142 | $2,145-0.1% | $5,198-58.8% | $3,539-39.5% |
| Admin fee / account holder | $190 | $167+14.1% | $13,956-98.6% | $142+33.6% |