Filed June 11, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $59,873 |
PLANNING CORP OF AMERICA4 years Filed as: PLANNING SOLUTIONS GROUP Service code 27 · EIN 45-0491716 | Advisory (Plan) | $20,000 |
BKD, LLP6+ years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $10,625 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $80,772 | $82,093-1.6% | $379,746-78.7% | $73,415+10.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 78.4%+21.6pp | 72.2%+27.8pp |
| Annual return | 19.60% | 18.89%+0.7pp | 34.90%-15.3pp | 59.30%-39.7pp |
| Employer contribution / active EE | $3,713 | $2,847+30.4% | $3,540+4.9% | $2,234+66.2% |
| Participant deferral / active EE | $8,651 | $4,697+84.2% | $6,024+43.6% | $3,806+127.3% |
| Admin fee / account holder | $148 | $128+15.8% | $7,927-98.1% | $158-6.3% |