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| Provider | Service type | Compensation |
|---|---|---|
RPG CONSULTANTS1 year Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLET, NY 11557 | Recordkeeping | $33,421 |
Filed as: PJS TAX PLANNING & BDJ WEALTH MANA Service code 26 17766 PRESTON ROAD · DALLAS, TX 75252 | Advisory (Participants) | $20,769 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 26-0010549 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Securities Custodian | $5,302 |
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 | $40,809 | $52,507-22.3% | $129,406-68.5% | $74,478-45.2% |
| Participation rate | 78.0% | 53.9%+24.1pp | 69.6%+8.4pp | 67.2%+10.8pp |
| Annual return | 13.87% | 15.64%-1.8pp | 9468.18%-9454.3pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $3,044 | $1,534+98.4% | $4,155-26.7% | $2,626+15.9% |
| Participant deferral / active EE | $4,892 | $2,801+74.7% | $4,167+17.4% | $4,350+12.5% |
| Admin fee / account holder | $282 | $2,639-89.3% | $7,689-96.3% | $1,946-85.5% |