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| Provider | Service type | Compensation |
|---|---|---|
DENISE DELHAYE1+ years Service code 30 · EIN 86-0928669 | Employee (plan) | $55,431 |
TERRY SCHMIDT LLC1+ years Filed as: TERRY MUSTO Service code 14 · EIN 86-0928669 | Plan Administrator | $35,527 |
Filed as: PLMBRS LU 130 BENEFIT FNDS DATA CTR Service code 14 · EIN 30-0644674 | Plan Administrator | $33,657 |
GREGORIO MARCO1+ years Filed as: GREGORIO-MARCO Service code 29 · EIN 36-4028033 | Legal | $31,266 |
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $22,500 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $19,382 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $75 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,866 | $83,458-39.1% | $123,105-58.7% | $67,505-24.6% |
| Participation rate | 85.3% | 84.5%+0.9pp | 86.8%-1.4pp | 71.2%+14.1pp |
| Annual return | -0.33% | 1.29%-1.6pp | 13.22%-13.6pp | 6.52%-6.9pp |
| Employer contribution / active EE | $1,135 | $3,087-63.2% | $5,151-78.0% | $2,173-47.8% |
| Participant deferral / active EE | $8 | $5,379-99.9% | $6,229-99.9% | $3,597-99.8% |
| Admin fee / account holder | $68 | $60+14.1% | $9,014-99.2% | $56+21.4% |