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| Provider | Service type | Compensation |
|---|---|---|
NEW CENTURY PARTNERS10+ years Service code 28 · EIN 68-0189192 | Investment Management | $141,238 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $35,014 |
UNITED ADMINISTRATIVE SERVICES10+ years Service code 14 · EIN 94-1749345 | Plan Administrator | $33,866 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $21,642 |
SMART SOURCE LLC2 years Filed as: SMART SOURCE CRITICAL COMMUNICATION Service code 36 7270 MCGINNIS FERRY RD · SUWANEE, GA 30024 | Direct payment from the plan; Copying... | $9,762 |
Service code 29 · EIN 94-2576729 | Legal | $9,758 |
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 | $117,456 | $82,917+41.7% | $103,333+13.7% | $77,643+51.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 13.75% | 19.13%-5.4pp | 24.88%-11.1pp | 31.24%-17.5pp |
| Employer contribution / active EE | $5,458 | $3,552+53.7% | $3,868+41.1% | $2,726+100.2% |
| Participant deferral / active EE | $6,580 | $4,108+60.2% | $5,057+30.1% | $4,647+41.6% |
| Admin fee / account holder | $214 | $638-66.5% | $8,355-97.4% | $430-50.3% |