Filed March 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $213,710 |
Service code 16 · EIN 76-0451829 | Consulting | $40,000 |
HAM, LANGSTON & BREZINA, LLP1+ years Service code 10 · EIN 76-0498495 | Accounting | $7,250 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,784 | $34,495-48.4% | $78,689-77.4% | $63,975-72.2% |
| Participation rate | 83.2% | 60.8%+22.4pp | 73.6%+9.6pp | 71.1%+12.0pp |
| Annual return | 8.45% | 11.62%-3.2pp | 62.18%-53.7pp | 48.65%-40.2pp |
| Employer contribution / active EE | $790 | $1,398-43.5% | $2,851-72.3% | $2,182-63.8% |
| Participant deferral / active EE | $1,487 | $2,100-29.2% | $3,517-57.7% | $3,356-55.7% |
| Admin fee / account holder | $111 | $68+63.9% | $4,510-97.5% | $70+58.2% |