See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NEW CENTURY PARTNERS9+ years Service code 28 · EIN 68-0189192 | Investment Management | $117,157 |
NWPS2 years Service code 11 · EIN 91-2090931 | Actuarial | $109,222 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $31,535 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $13,500 |
Service code 29 · EIN 94-2576729 | Legal | $10,964 |
SMART SOURCE LLC1 year Filed as: SMART SOURCE CRITICAL COMMUNICATION Service code 36 7270 MCGINNIS FERRY RD · SUWANEE, GA 30024 | Copying and duplicating; Direct payme... | $9,382 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $8,220 |
UNITED ADMINISTRATIVE SERVICES9+ years Service code 14 · EIN 94-1749345 | Plan Administrator | $6,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,027 | $92,971+11.9% | $96,683+7.6% | $74,419+39.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 17.14% | 37.49%-20.3pp | 35.69%-18.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $5,694 | $3,426+66.2% | $3,737+52.4% | $2,637+115.9% |
| Participant deferral / active EE | $6,619 | $3,970+66.7% | $4,878+35.7% | $4,528+46.2% |
| Admin fee / account holder | $279 | $633-55.9% | $6,730-95.9% | $348-19.7% |