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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $39,918 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS INC. Service code 27 300 S. CAMPBELL AVE. · SPRINGFIELD, MO 658062050 | Advisory (Plan) | $32,718 |
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 | $52,247 | $52,293-0.1% | $178,503-70.7% | $73,412-28.8% |
| Participation rate | 85.6% | 65.3%+20.3pp | 81.9%+3.7pp | 72.2%+13.4pp |
| Annual return | 20.81% | 34.75%-13.9pp | 151.12%-130.3pp | 59.30%-38.5pp |
| Employer contribution / active EE | $1,575 | $1,736-9.3% | $5,011-68.6% | $2,234-29.5% |
| Participant deferral / active EE | $2,236 | $2,333-4.2% | $5,202-57.0% | $3,806-41.3% |
| Admin fee / account holder | $214 | $127+68.3% | $13,987-98.5% | $158+35.7% |