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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALDRICH WEALTH, LP Service code 26 · EIN 93-1244319 | Advisory (Participants) | $26,851 |
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS, P.C. Service code 13 · EIN 26-1570786 | Contract Administrator | $4,700 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,338 |
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 | $23,029 | $53,925-57.3% | $75,501-69.5% | $69,631-66.9% |
| Participation rate | 98.8% | 71.2%+27.6pp | 72.4%+26.5pp | 70.7%+28.1pp |
| Annual return | 15.80% | 17.84%-2.0pp | 27.35%-11.6pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,302 | $1,802-27.7% | $2,352-44.6% | $2,032-35.9% |
| Participant deferral / active EE | $1,504 | $2,569-41.5% | $3,142-52.1% | $3,224-53.3% |
| Admin fee / account holder | $51 | $97-47.9% | $5,801-99.1% | $110-54.2% |