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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK1 year Service code 28 · EIN 38-0421450 | Investment Management | $152,168 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 28 · EIN 95-4660745 | Investment Management | $46,622 |
QCM LLC3+ years Service code 26 · EIN 20-8178659 | Advisory (Participants) | $29,720 |
BPM LLP3+ years Filed as: BURR PILGER MAYER, INC. Service code 10 · EIN 26-3839190 | Accounting | $28,615 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,574 |
HC ADVISORS LLC3+ years Service code 26 · EIN 46-0737857 | Advisory (Participants) | $20,038 |
KRILOGY FINANCIAL LLC1 year Service code 26 · EIN 26-3835498 | Advisory (Participants) | $19,507 |
LITMAN GREGORY FUND ADVISORS LLC3+ years Filed as: LITMAN GREGORY ASSET MANAGEMENT Service code 26 · EIN 68-0362255 | Advisory (Participants) | $18,165 |
Filed as: INDEX FUND ADVISORS INC Service code 26 · EIN 46-3096907 | Advisory (Participants) | $14,310 |
Filed as: NEW ENGLAND PRIVATE WEALTH ADV Service code 26 · EIN 20-2021915 | Advisory (Participants) | $10,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,961 | $96,458+119.7% | $136,294+55.5% | $77,958+171.9% |
| Participation rate | 94.5% | 75.4%+19.1pp | 81.9%+12.6pp | 71.6%+22.8pp |
| Annual return | 17.30% | 23.78%-6.5pp | 5155.94%-5138.6pp | 20.87%-3.6pp |
| Employer contribution / active EE | $9,537 | $3,144+203.4% | $4,695+103.1% | $2,310+312.8% |
| Participant deferral / active EE | $9,042 | $5,902+53.2% | $6,247+44.7% | $3,537+155.7% |
| Admin fee / account holder | $140 | $80+74.6% | $9,243-98.5% | $97+44.3% |