Filed June 11, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $89,979 |
BKD, LLP4 years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $22,250 |
PLANNING CORP OF AMERICA3 years Filed as: PLANNING SOLUTIONS GROUP Service code 16 · EIN 92-0042738 | Consulting | $15,000 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,690 | $88,122-67.4% | $141,200-79.7% | $67,584-57.5% |
| Participation rate | 89.4% | 76.5%+13.0pp | 82.5%+7.0pp | 71.3%+18.2pp |
| Annual return | 28.50% | 75.40%-46.9pp | 71.41%-42.9pp | 378.59%-350.1pp |
| Employer contribution / active EE | $1,500 | $3,224-53.5% | $4,736-68.3% | $2,148-30.2% |
| Participant deferral / active EE | $4,537 | $5,958-23.9% | $6,710-32.4% | $3,540+28.2% |
| Admin fee / account holder | $112 | $131-14.4% | $10,265-98.9% | $142-21.2% |