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| Provider | Service type | Compensation |
|---|---|---|
BROCK AND COMPANY1+ years Service code 10 · EIN 84-0930288 | Accounting | $10,534 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,298 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,611 | $88,324-69.9% | $115,038-76.9% | $55,191-51.8% |
| Participation rate | 72.1% | 72.5%-0.4pp | 81.4%-9.3pp | 69.2%+2.9pp |
| Annual return | 5.66% | 6.30%-0.6pp | 26.14%-20.5pp | 10.78%-5.1pp |
| Employer contribution / active EE | $1,067 | $2,805-62.0% | $4,608-76.9% | $1,899-43.8% |
| Participant deferral / active EE | $5,506 | $5,042+9.2% | $6,026-8.6% | $3,046+80.7% |
| Admin fee / account holder | $72 | $105-31.8% | $8,175-99.1% | $91-20.8% |