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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,410 |
COHNREZNICK LLP2 years Service code 10 · EIN 33-4144829 | Accounting | $31,395 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,422 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,831 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,015 | $58,778+51.4% | $129,295-31.2% | $77,671+14.6% |
| Participation rate | 86.1% | 59.2%+26.9pp | 69.6%+16.5pp | 70.6%+15.5pp |
| Annual return | -5.75% | 24.73%-30.5pp | 9429.28%-9435.0pp | 31.21%-37.0pp |
| Employer contribution / active EE | $2,401 | $1,952+23.0% | $4,157-42.2% | $2,726-11.9% |
| Participant deferral / active EE | $7,102 | $3,212+121.1% | $4,169+70.3% | $4,648+52.8% |
| Admin fee / account holder | $240 | $589-59.2% | $7,665-96.9% | $430-44.2% |