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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 | Other Services | $2,585 |
MORNINGSTAR1 year Filed as: MORNINGSTAR - EIN # 36-3297908 Service code 27 | Advisory (Plan) | $832 |
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 | $35,376 | $54,690-35.3% | $76,030-53.5% | $74,478-52.5% |
| Participation rate | 98.1% | 60.3%+37.8pp | 69.1%+29.1pp | 67.2%+30.9pp |
| Annual return | 17.22% | 31.92%-14.7pp | 361.54%-344.3pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $815 | $1,781-54.2% | $2,688-69.7% | $2,626-69.0% |
| Participant deferral / active EE | $6,411 | $3,070+108.8% | $4,257+50.6% | $4,350+47.4% |
| Admin fee / account holder | $49 | $2,240-97.8% | $6,421-99.2% | $1,946-97.5% |