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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 | $58,859+51.2% | $129,397-31.2% | $77,714+14.5% |
| Participation rate | 86.1% | 59.3%+26.8pp | 69.6%+16.5pp | 70.6%+15.5pp |
| Annual return | -5.75% | 24.74%-30.5pp | 9453.98%-9459.7pp | 31.26%-37.0pp |
| Employer contribution / active EE | $2,401 | $1,952+23.0% | $4,154-42.2% | $2,727-11.9% |
| Participant deferral / active EE | $7,102 | $3,215+120.9% | $4,167+70.4% | $4,649+52.8% |
| Admin fee / account holder | $240 | $591-59.3% | $7,679-96.9% | $433-44.6% |