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| Provider | Service type | Compensation |
|---|---|---|
ARIA4 years Service code 28 · EIN 82-0792334 1900 THE ALAMEDA SUITE 100 · SAN JOSE, CA 05126 | Investment Management | $58,871 |
Filed as: MIDATLANTIC Service code 19 · EIN 27-3169253 1251 WATERFRONT PL · PITTSBURGH, PA 15222 | Securities Custodian | $27,326 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE, SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping | $25,309 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,047 | $104,336+33.3% | $159,455-12.8% | $86,813+60.2% |
| Participation rate | 80.2% | 77.7%+2.5pp | 82.8%-2.6pp | 72.3%+7.9pp |
| Annual return | 16.06% | 26.32%-10.3pp | 263.63%-247.6pp | 97.93%-81.9pp |
| Employer contribution / active EE | $6,286 | $3,451+82.1% | $4,830+30.1% | $2,406+161.3% |
| Participant deferral / active EE | $9,724 | $6,837+42.2% | $7,353+32.2% | $4,131+135.4% |
| Admin fee / account holder | $158 | $172-8.2% | $10,800-98.5% | $170-6.8% |