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| Provider | Service type | Compensation |
|---|---|---|
HEINTZBERGER PAYNE1+ years Filed as: HEINTZBERGER PAYNE & COMPANY LLC Service code 13 · EIN 20-8835556 | Contract Administrator | $41,245 |
HEINTZBERGERPAYNE1+ years Filed as: HEINTZBERGERPAYNE ADVISORS Service code 27 · EIN 93-1242462 | Advisory (Plan) | $38,756 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $11,350 |
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 | $41,759 | $38,925+7.3% | $73,835-43.4% | $55,191-24.3% |
| Participation rate | 84.1% | 66.0%+18.1pp | 73.4%+10.7pp | 69.2%+15.0pp |
| Annual return | -0.35% | 6.31%-6.7pp | 2268.13%-2268.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $3,330 | $1,695+96.5% | $2,788+19.4% | $1,899+75.4% |
| Participant deferral / active EE | $3,914 | $2,351+66.5% | $3,583+9.2% | $3,046+28.5% |
| Admin fee / account holder | $143 | $83+73.2% | $4,880-97.1% | $91+58.1% |