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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MICHAEL CUMMINS Service code 10 · EIN 43-1555780 THREE THE PINES COURT · SAINT LOUIS, MO 63141 | Accounting | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,386 | $56,443-86.9% | $83,850-91.2% | $55,725-86.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 14.75% | 393.67%-378.9pp | 850.92%-836.2pp | 244.93%-230.2pp |
| Employer contribution / active EE | $2,937 | $2,682+9.5% | $3,631-19.1% | $2,078+41.3% |
| Participant deferral / active EE | $926 | $2,965-68.8% | $4,082-77.3% | $3,356-72.4% |
| Admin fee / account holder | $43 | $156-72.2% | $5,478-99.2% | $115-62.3% |