See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 68-0315768 | Contract Administrator | $352,328 |
MATRIX TRUST COMPANY3 years Service code 25 · EIN 75-3182674 | Directed Trustee | $133,274 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN INVESTMENT COMPANY Service code 17 · EIN 23-1702591 | Pension Consulting | $92,440 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $32,270 |
Service code 29 · EIN 94-2576729 | Legal | $29,568 |
LIFESTATUS360, LLC1 year Service code 49 · EIN 94-3389460 | Other Services | $12,795 |
Service code 53 · EIN 94-3249244 | Insurance Commissions | $10,908 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE, LLP Service code 49 · EIN 95-2036255 | Other Services | $6,250 |
PRINT2ASSIST, INC.1 year Service code 36 · EIN 71-0944528 | Copying and duplicating; Direct payme... | $6,002 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,030 | $88,480+57.1% | $96,683+43.8% | $80,160+73.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 34.52% | 22.53%+12.0pp | 35.69%-1.2pp | 40.38%-5.9pp |
| Employer contribution / active EE | $12,206 | $4,176+192.3% | $3,737+226.7% | $2,978+309.9% |
| Participant deferral / active EE | $5,412 | $3,959+36.7% | $4,878+10.9% | $5,017+7.9% |
| Admin fee / account holder | $227 | $212+7.3% | $6,730-96.6% | $145+56.7% |