Filed June 21, 2024 (most recent of 8 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $401,493 |
VORA WEALTH MANAGEMENT PLLC6 years Service code 16 · EIN 27-1893309 | Consulting | $30,301 |
TCI WEALTH ADVISORS INC6 years Service code 16 · EIN 86-1002710 | Consulting | $24,390 |
WT WEALTH MANAGEMENT LLC4 years Service code 16 · EIN 46-3844469 | Consulting | $22,877 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,317 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,837 | $45,000+37.4% | $143,757-57.0% | $77,904-20.6% |
| Participation rate | 98.7% | 66.8%+31.8pp | 80.3%+18.4pp | 73.7%+25.0pp |
| Annual return | -16.19% | 29.03%-45.2pp | -0.04%-16.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $3,173 | $1,870+69.7% | $4,951-35.9% | $2,848+11.4% |
| Participant deferral / active EE | $5,962 | $3,157+88.9% | $5,637+5.8% | $4,806+24.1% |
| Admin fee / account holder | $84 | $98-14.6% | $14,673-99.4% | $133-36.6% |