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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4+ years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $47,826 |
FULLER & THALER ASSET MANAGEMENT4+ years Filed as: FULLER LOWENBERG & CO., CPAS, PC Service code 10 · EIN 20-0066099 | Accounting | $13,750 |
JAMES M MOYNA CPA PC1 year Filed as: JAMES M. MOYNA, CPA, PA Service code 10 · EIN 47-2940358 | Accounting | $13,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$143,806 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,598 | $112,686-21.4% | $169,993-47.9% | $80,160+10.5% |
| Participation rate | 80.4% | 87.4%-7.0pp | 87.0%-6.6pp | 72.9%+7.4pp |
| Annual return | 25.15% | 67.04%-41.9pp | 53.37%-28.2pp | 40.38%-15.2pp |
| Employer contribution / active EE | $2,496 | $4,481-44.3% | $6,785-63.2% | $2,978-16.2% |
| Participant deferral / active EE | $7,702 | $7,876-2.2% | $10,408-26.0% | $5,017+53.5% |
| Admin fee / account holder | -$66 | $99-166.7% | $12,815-100.5% | $145-145.6% |