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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOSEPH OHM Service code 14 · EIN 86-0928669 | Plan Administrator | $36,729 |
DENISE DELHAYE4+ years Service code 30 · EIN 86-0928669 | Employee (plan) | $31,503 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $30,901 |
VICKIE KOSTANSKI3 years Service code 30 · EIN 86-0928669 | Employee (plan) | $30,749 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $23,000 |
GREGORIO MARCO3 years Service code 29 · EIN 36-4028033 | Legal | $20,253 |
LANER MUCHIN2 years Filed as: LANER MUCHIN LTD. Service code 29 · EIN 36-3088463 | Legal | $18,740 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $40 |
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 | $51,968 | $104,281-50.2% | $140,019-62.9% | $68,904-24.6% |
| Participation rate | 86.1% | 89.1%-3.1pp | 87.5%-1.4pp | 74.1%+11.9pp |
| Annual return | -5.22% | -1.33%-3.9pp | 651.19%-656.4pp | 1.07%-6.3pp |
| Employer contribution / active EE | $2,101 | $4,070-48.4% | $5,605-62.5% | $2,540-17.3% |
| Participant deferral / active EE | $0 | $6,129-100.0% | $6,927-100.0% | $4,015-100.0% |
| Admin fee / account holder | $69 | $79-12.0% | $10,705-99.4% | $71-2.8% |