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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,067 |
MERCER2 years Filed as: MERCER INVESTMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $22,829 |
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES INC Service code 49 · EIN 91-0850651 | Other Services | $17,907 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 · EIN 36-4430093 | Contract Administrator | $10,585 |
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 | $69,677 | $58,895+18.3% | $178,503-61.0% | $73,497-5.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.76% | 24.86%-11.1pp | 151.12%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $2,626 | $2,236+17.5% | $5,011-47.6% | $2,270+15.7% |
| Participant deferral / active EE | $5,714 | $2,567+122.6% | $5,202+9.8% | $3,740+52.8% |
| Admin fee / account holder | $226 | $400-43.5% | $13,987-98.4% | $513-55.9% |