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| Provider | Service type | Compensation |
|---|---|---|
HAMILTON CAPITAL LLC1 year Filed as: HAMILTON CAPITAL Service code 27 · EIN 83-3000171 | Advisory (Plan) | $9,511 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,101 |
Service code 15 · EIN 25-1650062 | Recordkeeping | $2,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,172 | $65,960-19.4% | $81,882-35.1% | $77,762-31.6% |
| Participation rate | 64.5% | 65.8%-1.3pp | 72.4%-7.9pp | 70.6%-6.1pp |
| Annual return | 14.00% | 26.64%-12.6pp | 779.47%-765.5pp | 31.27%-17.3pp |
| Employer contribution / active EE | $2,227 | $2,375-6.2% | $2,916-23.6% | $2,728-18.4% |
| Participant deferral / active EE | $3,650 | $3,505+4.1% | $4,323-15.6% | $4,651-21.5% |
| Admin fee / account holder | $249 | $526-52.7% | $7,360-96.6% | $433-42.5% |