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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,895 |
BROCK AND COMPANY2+ years Service code 10 · EIN 84-0930288 | Accounting | $5,695 |
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 | $34,639 | $80,177-56.8% | $123,894-72.0% | $57,658-39.9% |
| Participation rate | 75.5% | 74.4%+1.1pp | 81.4%-5.9pp | 70.2%+5.3pp |
| Annual return | 23.43% | 17.90%+5.5pp | 47.52%-24.1pp | 5.13%+18.3pp |
| Employer contribution / active EE | $2,827 | $2,913-2.9% | $4,617-38.8% | $1,974+43.2% |
| Participant deferral / active EE | $6,478 | $5,130+26.3% | $5,984+8.2% | $3,061+111.6% |
| Admin fee / account holder | $57 | $106-46.8% | $8,357-99.3% | $95-40.2% |